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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 | $39,320 | $196,972-80.0% | $182,262-78.4% | $198,609-80.2% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 16.06% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,697 | $5,364-68.4% | $5,046-66.4% | $5,055-66.4% |
| Participant deferral / active EE | $8,700 | $8,643+0.7% | $8,276+5.1% | $6,977+24.7% |
| Admin fee / account holder | $1,751 | $18,429-90.5% | $16,712-89.5% | $19,030-90.8% |