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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 | $29,412 | $183,592-84.0% | $155,574-81.1% | $145,877-79.8% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 13.45% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,945 | $5,317-63.4% | $4,676-58.4% | $4,663-58.3% |
| Participant deferral / active EE | $3,077 | $6,466-52.4% | $5,629-45.3% | $6,691-54.0% |
| Admin fee / account holder | $340 | $19,316-98.2% | $15,914-97.9% | $13,402-97.5% |