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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 | $183,592-83.7% | $155,567-80.8% | $145,959-79.6% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 13.81% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,688 | $5,315-68.2% | $4,674-63.9% | $4,661-63.8% |
| Participant deferral / active EE | $4,800 | $6,464-25.7% | $5,628-14.7% | $6,689-28.2% |
| Admin fee / account holder | $3,150 | $19,318-83.7% | $15,916-80.2% | $13,398-76.5% |