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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 | $35,662 | $183,592-80.6% | $155,574-77.1% | $145,877-75.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 10.75% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,326 | $5,317-75.1% | $4,676-71.6% | $4,663-71.6% |
| Participant deferral / active EE | $5,824 | $6,466-9.9% | $5,629+3.5% | $6,691-13.0% |
| Admin fee / account holder | $667 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |