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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 | $32,204 | $160,070-79.9% | $147,117-78.1% | $145,897-77.9% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 14.18% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,944 | $5,285-44.3% | $4,932-40.3% | $4,663-36.9% |
| Participant deferral / active EE | $6,860 | $8,419-18.5% | $8,065-14.9% | $6,689+2.5% |
| Admin fee / account holder | $13,944 | $15,035-7.3% | $12,993+7.3% | $13,390+4.1% |