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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 | $33,816 | $160,028-78.9% | $147,080-77.0% | $145,884-76.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 34.77% | 98.60%-63.8pp | 420.17%-385.4pp | 551.85%-517.1pp |
| Employer contribution / active EE | $2,027 | $5,286-61.7% | $4,933-58.9% | $4,662-56.5% |
| Participant deferral / active EE | $4,584 | $8,422-45.6% | $8,066-43.2% | $6,690-31.5% |
| Admin fee / account holder | $4,200 | $15,030-72.1% | $12,989-67.7% | $13,392-68.6% |