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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 | $37,808 | $148,623-74.6% | $135,974-72.2% | $139,466-72.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.43% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,499 | $5,246-52.4% | $4,859-48.6% | $4,754-47.4% |
| Participant deferral / active EE | $8,364 | $8,103+3.2% | $7,760+7.8% | $6,712+24.6% |
| Admin fee / account holder | $12,186 | $12,406-1.8% | $10,767+13.2% | $11,409+6.8% |