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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 | $19,662 | $148,629-86.8% | $135,982-85.5% | $139,487-85.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 25.22% | 79.33%-54.1pp | 68.32%-43.1pp | 373.84%-348.6pp |
| Employer contribution / active EE | $2,823 | $5,247-46.2% | $4,859-41.9% | $4,755-40.6% |
| Participant deferral / active EE | $5,255 | $8,102-35.1% | $7,760-32.3% | $6,713-21.7% |
| Admin fee / account holder | $713 | $12,406-94.2% | $10,767-93.4% | $11,407-93.7% |