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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 | $36,359 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.52% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,065 | $4,769-77.7% | $4,268-75.0% | $4,379-75.7% |
| Participant deferral / active EE | $3,347 | $6,350-47.3% | $5,630-40.5% | $6,730-50.3% |
| Admin fee / account holder | $1,829 | $18,654-90.2% | $16,006-88.6% | $14,365-87.3% |