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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 | $104,120 | $157,270-33.8% | $141,173-26.2% | $152,870-31.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 23.17% | 64.33%-41.2pp | 71.40%-48.2pp | 345.34%-322.2pp |
| Employer contribution / active EE | $14,578 | $5,261+177.1% | $4,735+207.9% | $4,763+206.1% |
| Participant deferral / active EE | $7,590 | $7,110+6.8% | $6,710+13.1% | $5,850+29.7% |
| Admin fee / account holder | $796 | $12,121-93.4% | $10,262-92.2% | $11,597-93.1% |