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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 | $45,143 | $183,539-75.4% | $155,556-71.0% | $145,897-69.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.85% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,668 | $5,315-68.6% | $4,675-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $8,215 | $6,467+27.0% | $5,631+45.9% | $6,689+22.8% |
| Admin fee / account holder | $580 | $19,275-97.0% | $15,885-96.4% | $13,390-95.7% |