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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 | $29,837 | $183,539-83.7% | $155,556-80.8% | $145,897-79.5% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 13.81% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,688 | $5,315-68.2% | $4,675-63.9% | $4,663-63.8% |
| Participant deferral / active EE | $4,800 | $6,467-25.8% | $5,631-14.8% | $6,689-28.2% |
| Admin fee / account holder | $3,150 | $19,275-83.7% | $15,885-80.2% | $13,390-76.5% |