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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 | $42,546 | $183,516-76.8% | $155,534-72.6% | $145,884-70.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.02% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,097 | $5,315-79.4% | $4,675-76.5% | $4,662-76.5% |
| Participant deferral / active EE | $5,832 | $6,467-9.8% | $5,630+3.6% | $6,690-12.8% |
| Admin fee / account holder | $639 | $19,293-96.7% | $15,900-96.0% | $13,392-95.2% |