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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 | $23,748 | $160,040-85.2% | $147,096-83.9% | $145,877-83.7% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 16.59% | 98.49%-81.9pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,330 | $5,289-74.9% | $4,936-73.1% | $4,663-71.5% |
| Participant deferral / active EE | $2,713 | $8,429-67.8% | $8,071-66.4% | $6,691-59.5% |
| Admin fee / account holder | $535 | $15,050-96.4% | $13,005-95.9% | $13,402-96.0% |