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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 | $25,100 | $160,070-84.3% | $147,117-82.9% | $145,897-82.8% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 13.52% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,166 | $5,285-77.9% | $4,932-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $4,900 | $8,419-41.8% | $8,065-39.2% | $6,689-26.8% |
| Admin fee / account holder | $5,895 | $15,035-60.8% | $12,993-54.6% | $13,390-56.0% |