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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 | $24,057 | $159,978-85.0% | $147,041-83.6% | $145,978-83.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.71% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,454 | $5,288-72.5% | $4,935-70.5% | $4,662-68.8% |
| Participant deferral / active EE | $5,361 | $8,429-36.4% | $8,071-33.6% | $6,690-19.9% |
| Admin fee / account holder | $4,861 | $15,053-67.7% | $13,006-62.6% | $13,400-63.7% |