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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 | $160,070-85.2% | $147,117-83.9% | $145,897-83.7% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 16.59% | 98.69%-82.1pp | 420.54%-403.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,330 | $5,285-74.8% | $4,932-73.0% | $4,663-71.5% |
| Participant deferral / active EE | $2,713 | $8,419-67.8% | $8,065-66.4% | $6,689-59.4% |
| Admin fee / account holder | $535 | $15,035-96.4% | $12,993-95.9% | $13,390-96.0% |