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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 | $45,570 | $160,040-71.5% | $147,096-69.0% | $145,877-68.8% |
| Participation rate | 21.4% | 84.0%-62.6pp | 82.2%-60.8pp | 80.3%-58.9pp |
| Annual return | 11.95% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,656 | $5,289-49.8% | $4,936-46.2% | $4,663-43.0% |
| Participant deferral / active EE | $2,712 | $8,429-67.8% | $8,071-66.4% | $6,691-59.5% |
| Admin fee / account holder | $1,299 | $15,050-91.4% | $13,005-90.0% | $13,402-90.3% |