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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 | $166,242-78.5% | $165,071-78.4% | $145,884-75.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 14.95% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,015 | $5,283-42.9% | $4,347-30.7% | $4,662-35.3% |
| Participant deferral / active EE | $5,965 | $6,964-14.4% | $6,035-1.2% | $6,690-10.8% |
| Admin fee / account holder | $2,202 | $16,658-86.8% | $12,695-82.7% | $13,392-83.6% |