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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 | $92,259 | $157,304-41.3% | $141,197-34.7% | $152,909-39.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.05% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,291 | $5,263-75.5% | $4,736-72.7% | $4,764-72.9% |
| Participant deferral / active EE | $9,007 | $7,111+26.7% | $6,710+34.2% | $5,851+53.9% |
| Admin fee / account holder | $11,900 | $12,126-1.9% | $10,265+15.9% | $11,601+2.6% |