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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 | $26,011 | $157,296-83.5% | $141,191-81.6% | $152,897-83.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 29.33% | 64.34%-35.0pp | 71.41%-42.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $2,272 | $5,262-56.8% | $4,736-52.0% | $4,764-52.3% |
| Participant deferral / active EE | $7,665 | $7,111+7.8% | $6,710+14.2% | $5,851+31.0% |
| Admin fee / account holder | $1,376 | $12,125-88.7% | $10,264-86.6% | $11,599-88.1% |