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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 | $45,664 | $160,070-71.5% | $147,117-69.0% | $145,897-68.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.49% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,424 | $5,285-73.1% | $4,932-71.1% | $4,663-69.5% |
| Participant deferral / active EE | $5,786 | $8,419-31.3% | $8,065-28.3% | $6,689-13.5% |
| Admin fee / account holder | $433 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |