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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,467 | $160,040-38.5% | $147,096-33.1% | $145,877-32.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.84% | 98.49%-78.7pp | 419.75%-399.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $1,846 | $5,289-65.1% | $4,936-62.6% | $4,663-60.4% |
| Participant deferral / active EE | $6,270 | $8,429-25.6% | $8,071-22.3% | $6,691-6.3% |
| Admin fee / account holder | $351 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |