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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 | $36,466 | $201,372-81.9% | $184,260-80.2% | $145,884-75.0% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 14.25% | 29.04%-14.8pp | 28.84%-14.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,811 | $7,024-74.2% | $6,427-71.8% | $4,662-61.2% |
| Participant deferral / active EE | $6,106 | $9,808-37.7% | $9,133-33.1% | $6,690-8.7% |
| Admin fee / account holder | $20,529 | $16,362+25.5% | $13,898+47.7% | $13,392+53.3% |