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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 | $160,040-80.9% | $147,096-79.3% | $145,877-79.1% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 9.71% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,769 | $5,289-66.6% | $4,936-64.2% | $4,663-62.1% |
| Participant deferral / active EE | $2,969 | $8,429-64.8% | $8,071-63.2% | $6,691-55.6% |
| Admin fee / account holder | $8,577 | $15,050-43.0% | $13,005-34.1% | $13,402-36.0% |