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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 | $33,160 | $211,224-84.3% | $178,505-81.4% | $145,897-77.3% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 13.17% | 30.28%-17.1pp | 27.16%-14.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,836 | $4,577-59.9% | $3,955-53.6% | $4,663-60.6% |
| Participant deferral / active EE | $5,136 | $6,966-26.3% | $6,280-18.2% | $6,689-23.2% |
| Admin fee / account holder | $1,734 | $12,109-85.7% | $10,428-83.4% | $13,390-87.1% |