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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 | $25,643 | $159,934-84.0% | $147,005-82.6% | $145,959-82.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 13.34% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,579 | $5,287-70.1% | $4,934-68.0% | $4,661-66.1% |
| Participant deferral / active EE | $2,970 | $8,427-64.8% | $8,070-63.2% | $6,689-55.6% |
| Admin fee / account holder | $608 | $15,053-96.0% | $13,006-95.3% | $13,398-95.5% |