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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 | $42,408 | $148,582-71.5% | $135,942-68.8% | $139,456-69.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 16.07% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $2,872 | $5,245-45.2% | $4,858-40.9% | $4,753-39.6% |
| Participant deferral / active EE | $10,745 | $8,101+32.6% | $7,759+38.5% | $6,711+60.1% |
| Admin fee / account holder | $14,488 | $12,402+16.8% | $10,764+34.6% | $11,407+27.0% |