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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 | $41,525 | $160,040-74.1% | $147,096-71.8% | $145,877-71.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 25.38% | 98.49%-73.1pp | 419.75%-394.4pp | 551.28%-525.9pp |
| Employer contribution / active EE | $2,490 | $5,289-52.9% | $4,936-49.6% | $4,663-46.6% |
| Participant deferral / active EE | $3,750 | $8,429-55.5% | $8,071-53.5% | $6,691-44.0% |
| Admin fee / account holder | $2,615 | $15,050-82.6% | $13,005-79.9% | $13,402-80.5% |