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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 | $160,028-81.1% | $147,080-79.4% | $145,884-79.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.11% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,085 | $5,286-79.5% | $4,933-78.0% | $4,662-76.7% |
| Participant deferral / active EE | $4,481 | $8,422-46.8% | $8,066-44.4% | $6,690-33.0% |
| Admin fee / account holder | $7,641 | $15,030-49.2% | $12,989-41.2% | $13,392-42.9% |