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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 | $31,642 | $102,595-69.2% | $94,057-66.4% | $154,746-79.6% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 28.49% | 583.42%-554.9pp | 480.62%-452.1pp | 172.34%-143.8pp |
| Employer contribution / active EE | $3,145 | $3,147-0.1% | $2,933+7.2% | $4,379-28.2% |
| Participant deferral / active EE | $5,698 | $5,118+11.3% | $4,709+21.0% | $6,730-15.3% |
| Admin fee / account holder | $1,886 | $7,736-75.6% | $7,244-74.0% | $14,365-86.9% |