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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 | $42,315 | $175,257-75.9% | $149,717-71.7% | $139,456-69.7% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 23.01% | 166.70%-143.7pp | 134.41%-111.4pp | 373.45%-350.4pp |
| Employer contribution / active EE | $2,658 | $5,477-51.5% | $4,820-44.8% | $4,753-44.1% |
| Participant deferral / active EE | $6,897 | $6,521+5.8% | $5,682+21.4% | $6,711+2.8% |
| Admin fee / account holder | $528 | $16,156-96.7% | $13,213-96.0% | $11,407-95.4% |