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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 | $36,364 | $160,028-77.3% | $147,080-75.3% | $145,884-75.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.02% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $4,000 | $5,286-24.3% | $4,933-18.9% | $4,662-14.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $349 | $15,030-97.7% | $12,989-97.3% | $13,392-97.4% |