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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 | $37,722 | $175,259-78.5% | $149,723-74.8% | $139,487-73.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.80% | 166.82%-147.0pp | 134.50%-114.7pp | 373.84%-354.0pp |
| Employer contribution / active EE | $1,572 | $5,478-71.3% | $4,821-67.4% | $4,755-66.9% |
| Participant deferral / active EE | $10,133 | $6,522+55.4% | $5,682+78.3% | $6,713+51.0% |
| Admin fee / account holder | $534 | $16,158-96.7% | $13,215-96.0% | $11,407-95.3% |