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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 | $33,470 | $148,582-77.5% | $135,942-75.4% | $139,456-76.0% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 18.39% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $2,456 | $5,245-53.2% | $4,858-49.4% | $4,753-48.3% |
| Participant deferral / active EE | $6,212 | $8,101-23.3% | $7,759-19.9% | $6,711-7.4% |
| Admin fee / account holder | $4,483 | $12,402-63.9% | $10,764-58.4% | $11,407-60.7% |