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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 | $40,420 | $198,462-79.6% | $170,439-76.3% | $147,585-72.6% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 25.81% | 257.30%-231.5pp | 205.94%-180.1pp | 578.58%-552.8pp |
| Employer contribution / active EE | $4,517 | $6,184-26.9% | $5,433-16.9% | $4,876-7.4% |
| Participant deferral / active EE | $3,217 | $5,629-42.9% | $4,939-34.9% | $5,439-40.9% |
| Admin fee / account holder | $359 | $16,852-97.9% | $13,881-97.4% | $10,886-96.7% |