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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 | $33,619 | $202,440-83.4% | $169,390-80.2% | $139,466-75.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 22.12% | 532.36%-510.2pp | 406.07%-383.9pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,255 | $4,693-52.0% | $4,013-43.8% | $4,754-52.6% |
| Participant deferral / active EE | $7,435 | $6,940+7.1% | $6,222+19.5% | $6,712+10.8% |
| Admin fee / account holder | $808 | $10,722-92.5% | $9,015-91.0% | $11,409-92.9% |