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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 | $160,040-79.9% | $147,096-78.1% | $145,877-77.9% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 14.18% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,944 | $5,289-44.3% | $4,936-40.4% | $4,663-36.9% |
| Participant deferral / active EE | $6,860 | $8,429-18.6% | $8,071-15.0% | $6,691+2.5% |
| Admin fee / account holder | $13,944 | $15,050-7.4% | $13,005+7.2% | $13,402+4.0% |