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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 | $36,553 | $107,368-66.0% | $92,915-60.7% | $152,909-76.1% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.5%-17.2pp |
| Annual return | 22.63% | 145.64%-123.0pp | 109.45%-86.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,133 | $4,222-73.2% | $3,653-69.0% | $4,764-76.2% |
| Participant deferral / active EE | $3,794 | $4,848-21.7% | $4,238-10.5% | $5,851-35.2% |
| Admin fee / account holder | $368 | $7,082-94.8% | $5,796-93.7% | $11,601-96.8% |