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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 | $55,286 | $201,372-72.5% | $184,260-70.0% | $145,884-62.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.33% | 29.04%-7.7pp | 28.84%-7.5pp | 551.85%-530.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,964 | $9,808-49.4% | $9,133-45.6% | $6,690-25.8% |
| Admin fee / account holder | $22,292 | $16,362+36.2% | $13,898+60.4% | $13,392+66.5% |