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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 | $27,714 | $160,040-82.7% | $147,096-81.2% | $145,877-81.0% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 9.84% | 98.49%-88.7pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,115 | $5,289-78.9% | $4,936-77.4% | $4,663-76.1% |
| Participant deferral / active EE | $3,289 | $8,429-61.0% | $8,071-59.2% | $6,691-50.8% |
| Admin fee / account holder | $1,311 | $15,050-91.3% | $13,005-89.9% | $13,402-90.2% |