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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 | $35,088 | $176,120-80.1% | $159,487-78.0% | $167,553-79.1% |
| Participation rate | 61.5% | 85.0%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 11.67% | 331.95%-320.3pp | 263.71%-252.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,474 | $5,299-72.2% | $4,831-69.5% | $4,840-69.5% |
| Participant deferral / active EE | $3,629 | $7,752-53.2% | $7,354-50.6% | $6,343-42.8% |
| Admin fee / account holder | $4,480 | $12,561-64.3% | $10,804-58.5% | $12,316-63.6% |