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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 | $35,702 | $166,131-78.5% | $164,975-78.4% | $145,877-75.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 14.95% | 100.37%-85.4pp | 70.12%-55.2pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,015 | $5,276-42.9% | $4,343-30.6% | $4,663-35.3% |
| Participant deferral / active EE | $5,965 | $6,962-14.3% | $6,033-1.1% | $6,691-10.9% |
| Admin fee / account holder | $2,202 | $16,648-86.8% | $12,688-82.6% | $13,402-83.6% |