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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 | $183,592-75.4% | $155,574-71.0% | $145,877-69.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.85% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,668 | $5,317-68.6% | $4,676-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $8,215 | $6,466+27.1% | $5,629+45.9% | $6,691+22.8% |
| Admin fee / account holder | $580 | $19,316-97.0% | $15,914-96.4% | $13,402-95.7% |