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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 | $175,259-79.3% | $149,723-75.7% | $139,487-74.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.71% | 166.82%-145.1pp | 134.50%-112.8pp | 373.84%-352.1pp |
| Employer contribution / active EE | $1,808 | $5,478-67.0% | $4,821-62.5% | $4,755-62.0% |
| Participant deferral / active EE | $8,914 | $6,522+36.7% | $5,682+56.9% | $6,713+32.8% |
| Admin fee / account holder | $377 | $16,158-97.7% | $13,215-97.1% | $11,407-96.7% |