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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 | $25,015 | $209,336-88.1% | $197,124-87.3% | $137,256-81.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 24.60% | 48.09%-23.5pp | 44.34%-19.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,251 | $6,591-65.8% | $6,227-63.9% | $4,156-45.8% |
| Participant deferral / active EE | $6,054 | $9,614-37.0% | $9,135-33.7% | $6,407-5.5% |
| Admin fee / account holder | $1,705 | $17,308-90.1% | $16,298-89.5% | $12,270-86.1% |