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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 | $32,653 | $160,040-79.6% | $147,096-77.8% | $145,877-77.6% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 14.92% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,923 | $5,289-63.6% | $4,936-61.0% | $4,663-58.8% |
| Participant deferral / active EE | $4,521 | $8,429-46.4% | $8,071-44.0% | $6,691-32.4% |
| Admin fee / account holder | $580 | $15,050-96.1% | $13,005-95.5% | $13,402-95.7% |