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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 | $52,843 | $160,070-67.0% | $147,117-64.1% | $145,897-63.8% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.4pp | 80.3%-34.5pp |
| Annual return | 17.90% | 98.69%-80.8pp | 420.54%-402.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,557 | $5,285-70.5% | $4,932-68.4% | $4,663-66.6% |
| Participant deferral / active EE | $2,938 | $8,419-65.1% | $8,065-63.6% | $6,689-56.1% |
| Admin fee / account holder | $2,102 | $15,035-86.0% | $12,993-83.8% | $13,390-84.3% |