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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 | $44,202 | $160,028-72.4% | $147,080-69.9% | $145,884-69.7% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 15.06% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,911 | $5,286-63.9% | $4,933-61.3% | $4,662-59.0% |
| Participant deferral / active EE | $5,824 | $8,422-30.9% | $8,066-27.8% | $6,690-12.9% |
| Admin fee / account holder | $5,802 | $15,030-61.4% | $12,989-55.3% | $13,392-56.7% |