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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 | $30,499 | $160,070-80.9% | $147,117-79.3% | $145,897-79.1% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 9.71% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,769 | $5,285-66.5% | $4,932-64.1% | $4,663-62.1% |
| Participant deferral / active EE | $2,969 | $8,419-64.7% | $8,065-63.2% | $6,689-55.6% |
| Admin fee / account holder | $8,577 | $15,035-43.0% | $12,993-34.0% | $13,390-35.9% |