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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 | $160,070-80.7% | $147,117-79.0% | $145,897-78.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.34% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $4,257 | $5,285-19.4% | $4,932-13.7% | $4,663-8.7% |
| Participant deferral / active EE | $6,518 | $8,419-22.6% | $8,065-19.2% | $6,689-2.6% |
| Admin fee / account holder | $17,857 | $15,035+18.8% | $12,993+37.4% | $13,390+33.4% |