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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 | $210,698-84.3% | $178,014-81.4% | $145,959-77.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.17% | 386.27%-373.1pp | 294.80%-281.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,836 | $4,567-59.8% | $3,950-53.5% | $4,661-60.6% |
| Participant deferral / active EE | $5,136 | $6,958-26.2% | $6,276-18.2% | $6,689-23.2% |
| Admin fee / account holder | $1,734 | $12,016-85.6% | $10,362-83.3% | $13,398-87.1% |