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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 | $32,093 | $183,539-82.5% | $155,556-79.4% | $145,897-78.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.93% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,359 | $5,315-55.6% | $4,675-49.6% | $4,663-49.4% |
| Participant deferral / active EE | $7,126 | $6,467+10.2% | $5,631+26.6% | $6,689+6.5% |
| Admin fee / account holder | $649 | $19,275-96.6% | $15,885-95.9% | $13,390-95.2% |