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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 | $32,286 | $81,664-60.5% | $70,476-54.2% | $158,966-79.7% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 36.23% | 208.59%-172.4pp | 109.12%-72.9pp | 302.95%-266.7pp |
| Employer contribution / active EE | $1,947 | $3,219-39.5% | $2,738-28.9% | $4,762-59.1% |
| Participant deferral / active EE | $7,483 | $4,556+64.2% | $3,710+101.7% | $5,983+25.1% |
| Admin fee / account holder | $323 | $6,197-94.8% | $3,847-91.6% | $11,250-97.1% |