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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 | $37,254 | $160,070-76.7% | $147,117-74.7% | $145,897-74.5% |
| Participation rate | 60.9% | 84.0%-23.2pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 11.30% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,919 | $5,285-44.8% | $4,932-40.8% | $4,663-37.4% |
| Participant deferral / active EE | $4,017 | $8,419-52.3% | $8,065-50.2% | $6,689-39.9% |
| Admin fee / account holder | $335 | $15,035-97.8% | $12,993-97.4% | $13,390-97.5% |