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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 | $160,028-71.5% | $147,080-69.0% | $145,884-68.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.49% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,424 | $5,286-73.1% | $4,933-71.1% | $4,662-69.5% |
| Participant deferral / active EE | $5,786 | $8,422-31.3% | $8,066-28.3% | $6,690-13.5% |
| Admin fee / account holder | $433 | $15,030-97.1% | $12,989-96.7% | $13,392-96.8% |