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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 | $27,895 | $228,395-87.8% | $185,861-85.0% | $158,982-82.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 35.88% | 40.82%-4.9pp | 35.96%-0.1pp | 302.99%-267.1pp |
| Employer contribution / active EE | $1,529 | $4,968-69.2% | $4,088-62.6% | $4,763-67.9% |
| Participant deferral / active EE | $6,888 | $6,417+7.3% | $5,634+22.3% | $5,983+15.1% |
| Admin fee / account holder | $1,507 | $11,869-87.3% | $9,503-84.1% | $11,252-86.6% |