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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 | $35,621 | $160,028-77.7% | $147,080-75.8% | $145,884-75.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.21% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,278 | $5,286-75.8% | $4,933-74.1% | $4,662-72.6% |
| Participant deferral / active EE | $3,161 | $8,422-62.5% | $8,066-60.8% | $6,690-52.7% |
| Admin fee / account holder | $774 | $15,030-94.9% | $12,989-94.0% | $13,392-94.2% |