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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 | $55,771 | $185,883-70.0% | $170,043-67.2% | $139,466-60.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 29.66% | 60.54%-30.9pp | 53.40%-23.7pp | 373.66%-344.0pp |
| Employer contribution / active EE | $3,222 | $7,596-57.6% | $6,790-52.5% | $4,754-32.2% |
| Participant deferral / active EE | $12,900 | $11,626+11.0% | $10,410+23.9% | $6,712+92.2% |
| Admin fee / account holder | $804 | $15,393-94.8% | $12,824-93.7% | $11,409-93.0% |