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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 | $27,010 | $160,040-83.1% | $147,096-81.6% | $145,877-81.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.77% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,426 | $5,289-54.1% | $4,936-50.9% | $4,663-48.0% |
| Participant deferral / active EE | $4,118 | $8,429-51.1% | $8,071-49.0% | $6,691-38.5% |
| Admin fee / account holder | $7,546 | $15,050-49.9% | $13,005-42.0% | $13,402-43.7% |