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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 | $18,202 | $175,257-89.6% | $149,717-87.8% | $139,456-86.9% |
| Participation rate | 54.2% | 83.4%-29.2pp | 78.8%-24.6pp | 80.3%-26.2pp |
| Annual return | 24.66% | 166.70%-142.0pp | 134.41%-109.8pp | 373.45%-348.8pp |
| Employer contribution / active EE | $1,150 | $5,477-79.0% | $4,820-76.1% | $4,753-75.8% |
| Participant deferral / active EE | $4,513 | $6,521-30.8% | $5,682-20.6% | $6,711-32.8% |
| Admin fee / account holder | $746 | $16,156-95.4% | $13,213-94.4% | $11,407-93.5% |