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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 | $21,277 | $202,440-89.5% | $169,390-87.4% | $139,466-84.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 21.23% | 532.36%-511.1pp | 406.07%-384.8pp | 373.66%-352.4pp |
| Employer contribution / active EE | $1,070 | $4,693-77.2% | $4,013-73.3% | $4,754-77.5% |
| Participant deferral / active EE | $12,271 | $6,940+76.8% | $6,222+97.2% | $6,712+82.8% |
| Admin fee / account holder | $805 | $10,722-92.5% | $9,015-91.1% | $11,409-92.9% |