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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 | $26,326 | $160,028-83.5% | $147,080-82.1% | $145,884-82.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.98% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,297 | $5,286-56.6% | $4,933-53.4% | $4,662-50.7% |
| Participant deferral / active EE | $9,127 | $8,422+8.4% | $8,066+13.2% | $6,690+36.4% |
| Admin fee / account holder | $607 | $15,030-96.0% | $12,989-95.3% | $13,392-95.5% |