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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 | $9,257 | $114,119-91.9% | $107,187-91.4% | $138,895-93.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 37.69% | 273.21%-235.5pp | 204.55%-166.9pp | 145.39%-107.7pp |
| Employer contribution / active EE | $2,009 | $4,059-50.5% | $3,782-46.9% | $4,194-52.1% |
| Participant deferral / active EE | $2,915 | $5,538-47.4% | $5,096-42.8% | $6,396-54.4% |
| Admin fee / account holder | $591 | $10,024-94.1% | $9,162-93.5% | $12,562-95.3% |