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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 | $160,070-79.6% | $147,117-77.8% | $145,897-77.6% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 14.92% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,923 | $5,285-63.6% | $4,932-61.0% | $4,663-58.8% |
| Participant deferral / active EE | $4,521 | $8,419-46.3% | $8,065-43.9% | $6,689-32.4% |
| Admin fee / account holder | $580 | $15,035-96.1% | $12,993-95.5% | $13,390-95.7% |