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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 | $20,026 | $162,136-87.6% | $152,301-86.9% | $154,746-87.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.68% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $5,965 | $4,890+22.0% | $4,624+29.0% | $4,379+36.2% |
| Participant deferral / active EE | $7,650 | $8,341-8.3% | $8,004-4.4% | $6,730+13.7% |
| Admin fee / account holder | $3,827 | $15,759-75.7% | $14,398-73.4% | $14,365-73.4% |