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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 | $40,184 | $111,535-64.0% | $105,223-61.8% | $137,256-70.7% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 14.73% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,357 | $3,939-65.6% | $3,689-63.2% | $4,156-67.4% |
| Participant deferral / active EE | $2,715 | $5,500-50.6% | $5,072-46.5% | $6,407-57.6% |
| Admin fee / account holder | $14,806 | $9,721+52.3% | $8,859+67.1% | $12,270+20.7% |