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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 | $132,192 | $185,312-28.7% | $161,489-18.1% | $154,746-14.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.67% | 103.84%-87.2pp | 89.72%-73.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,734 | $4,769-63.6% | $4,268-59.4% | $4,379-60.4% |
| Participant deferral / active EE | $3,945 | $6,350-37.9% | $5,630-29.9% | $6,730-41.4% |
| Admin fee / account holder | $448 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |