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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 | $33,973 | $108,922-68.8% | $100,398-66.2% | $145,978-76.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.39% | 58.04%-45.7pp | 49.32%-36.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,079 | $4,426-53.0% | $3,946-47.3% | $4,662-55.4% |
| Participant deferral / active EE | $5,145 | $8,450-39.1% | $8,084-36.4% | $6,690-23.1% |
| Admin fee / account holder | $5,049 | $9,680-47.8% | $7,893-36.0% | $13,400-62.3% |