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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 | $33,410 | $198,457-83.2% | $170,435-80.4% | $147,586-77.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.41% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,064 | $6,183-66.6% | $5,432-62.0% | $4,876-57.7% |
| Participant deferral / active EE | $3,928 | $5,629-30.2% | $4,939-20.5% | $5,439-27.8% |
| Admin fee / account holder | $433 | $16,852-97.4% | $13,881-96.9% | $10,886-96.0% |