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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 | $39,305 | $166,131-76.3% | $164,975-76.2% | $145,877-73.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.52% | 100.37%-90.8pp | 70.12%-60.6pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,498 | $5,276-52.6% | $4,343-42.5% | $4,663-46.4% |
| Participant deferral / active EE | $5,146 | $6,962-26.1% | $6,033-14.7% | $6,691-23.1% |
| Admin fee / account holder | $1,283 | $16,648-92.3% | $12,688-89.9% | $13,402-90.4% |