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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 | $20,885 | $183,516-88.6% | $155,534-86.6% | $145,884-85.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.35% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,803 | $5,315-66.1% | $4,675-61.4% | $4,662-61.3% |
| Participant deferral / active EE | $2,195 | $6,467-66.1% | $5,630-61.0% | $6,690-67.2% |
| Admin fee / account holder | $705 | $19,293-96.3% | $15,900-95.6% | $13,392-94.7% |