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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 | $26,493 | $202,440-86.9% | $169,390-84.4% | $139,466-81.0% |
| Participation rate | 68.4% | 81.1%-12.7pp | 77.2%-8.8pp | 80.3%-11.9pp |
| Annual return | 18.31% | 532.36%-514.1pp | 406.07%-387.8pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,380 | $4,693-49.3% | $4,013-40.7% | $4,754-49.9% |
| Participant deferral / active EE | $8,306 | $6,940+19.7% | $6,222+33.5% | $6,712+23.7% |
| Admin fee / account holder | $3,659 | $10,722-65.9% | $9,015-59.4% | $11,409-67.9% |