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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 | $28,305 | $159,934-82.3% | $147,005-80.7% | $145,959-80.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.79% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,347 | $5,287-55.6% | $4,934-52.4% | $4,661-49.6% |
| Participant deferral / active EE | $14,962 | $8,427+77.5% | $8,070+85.4% | $6,689+123.7% |
| Admin fee / account holder | $697 | $15,053-95.4% | $13,006-94.6% | $13,398-94.8% |