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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 | $40,487 | $167,030-75.8% | $135,768-70.2% | $155,188-73.9% |
| Participation rate | 59.1% | 76.2%-17.1pp | 71.1%-12.0pp | 80.8%-21.7pp |
| Annual return | 21.34% | 678.39%-657.1pp | 526.10%-504.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,811 | $4,132-32.0% | $3,394-17.2% | $4,248-33.8% |
| Participant deferral / active EE | $3,798 | $4,528-16.1% | $3,977-4.5% | $6,531-41.8% |
| Admin fee / account holder | $768 | $8,172-90.6% | $7,048-89.1% | $14,480-94.7% |