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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 | $30,302 | $160,070-81.1% | $147,117-79.4% | $145,897-79.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.11% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,085 | $5,285-79.5% | $4,932-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $4,481 | $8,419-46.8% | $8,065-44.4% | $6,689-33.0% |
| Admin fee / account holder | $7,641 | $15,035-49.2% | $12,993-41.2% | $13,390-42.9% |