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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 | $29,582 | $160,028-81.5% | $147,080-79.9% | $145,884-79.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.73% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,517 | $5,286-33.5% | $4,933-28.7% | $4,662-24.6% |
| Participant deferral / active EE | $3,517 | $8,422-58.2% | $8,066-56.4% | $6,690-47.4% |
| Admin fee / account holder | $17,959 | $15,030+19.5% | $12,989+38.3% | $13,392+34.1% |