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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 | $45,951 | $227,597-79.8% | $189,575-75.8% | $167,536-72.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 19.51% | 78.44%-58.9pp | 64.19%-44.7pp | 478.82%-459.3pp |
| Employer contribution / active EE | $1,268 | $5,316-76.1% | $4,412-71.3% | $4,839-73.8% |
| Participant deferral / active EE | $7,141 | $7,002+2.0% | $6,174+15.7% | $6,342+12.6% |
| Admin fee / account holder | $319 | $11,877-97.3% | $9,806-96.8% | $12,315-97.4% |