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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 | $21,643 | $175,212-87.6% | $149,682-85.5% | $139,427-84.5% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 15.91% | 166.63%-150.7pp | 134.35%-118.4pp | 373.27%-357.4pp |
| Employer contribution / active EE | $2,697 | $5,475-50.7% | $4,818-44.0% | $4,752-43.2% |
| Participant deferral / active EE | $3,498 | $6,520-46.3% | $5,681-38.4% | $6,711-47.9% |
| Admin fee / account holder | $2,205 | $16,150-86.3% | $13,210-83.3% | $11,404-80.7% |