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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 | $160,070-84.0% | $147,117-82.6% | $145,897-82.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 13.34% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,579 | $5,285-70.1% | $4,932-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $2,970 | $8,419-64.7% | $8,065-63.2% | $6,689-55.6% |
| Admin fee / account holder | $608 | $15,035-96.0% | $12,993-95.3% | $13,390-95.5% |