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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 | $29,631 | $160,040-81.5% | $147,096-79.9% | $145,877-79.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.71% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,229 | $5,289-39.0% | $4,936-34.6% | $4,663-30.8% |
| Participant deferral / active EE | $5,689 | $8,429-32.5% | $8,071-29.5% | $6,691-15.0% |
| Admin fee / account holder | $3,637 | $15,050-75.8% | $13,005-72.0% | $13,402-72.9% |