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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 | $33,888 | $160,040-78.8% | $147,096-77.0% | $145,877-76.8% |
| Participation rate | 40.9% | 84.0%-43.1pp | 82.2%-41.3pp | 80.3%-39.4pp |
| Annual return | 16.18% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,662 | $5,289-68.6% | $4,936-66.3% | $4,663-64.4% |
| Participant deferral / active EE | $4,296 | $8,429-49.0% | $8,071-46.8% | $6,691-35.8% |
| Admin fee / account holder | $2,931 | $15,050-80.5% | $13,005-77.5% | $13,402-78.1% |