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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 | $30,862 | $160,040-80.7% | $147,096-79.0% | $145,877-78.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.34% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $4,257 | $5,289-19.5% | $4,936-13.8% | $4,663-8.7% |
| Participant deferral / active EE | $6,518 | $8,429-22.7% | $8,071-19.2% | $6,691-2.6% |
| Admin fee / account holder | $17,857 | $15,050+18.7% | $13,005+37.3% | $13,402+33.2% |