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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 | $36,326 | $175,212-79.3% | $149,682-75.7% | $139,427-73.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.71% | 166.63%-144.9pp | 134.35%-112.6pp | 373.27%-351.6pp |
| Employer contribution / active EE | $1,808 | $5,475-67.0% | $4,818-62.5% | $4,752-62.0% |
| Participant deferral / active EE | $8,914 | $6,520+36.7% | $5,681+56.9% | $6,711+32.8% |
| Admin fee / account holder | $377 | $16,150-97.7% | $13,210-97.1% | $11,404-96.7% |