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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 | $63,956 | $201,370-68.2% | $184,256-65.3% | $145,897-56.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.60% | 29.05%-12.5pp | 28.85%-12.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,032 | $7,024-71.1% | $6,427-68.4% | $4,663-56.4% |
| Participant deferral / active EE | $8,610 | $9,808-12.2% | $9,133-5.7% | $6,689+28.7% |
| Admin fee / account holder | $453 | $16,364-97.2% | $13,899-96.7% | $13,390-96.6% |