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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 | $40,868 | $160,040-74.5% | $147,096-72.2% | $145,877-72.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.71% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,384 | $5,289-36.0% | $4,936-31.4% | $4,663-27.4% |
| Participant deferral / active EE | $7,405 | $8,429-12.1% | $8,071-8.2% | $6,691+10.7% |
| Admin fee / account holder | $6,658 | $15,050-55.8% | $13,005-48.8% | $13,402-50.3% |