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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 | $52,670 | $160,040-67.1% | $147,096-64.2% | $145,877-63.9% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.2%-41.0pp | 80.3%-39.1pp |
| Annual return | 11.33% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,479 | $5,289-72.0% | $4,936-70.0% | $4,663-68.3% |
| Participant deferral / active EE | $3,377 | $8,429-59.9% | $8,071-58.2% | $6,691-49.5% |
| Admin fee / account holder | $1,690 | $15,050-88.8% | $13,005-87.0% | $13,402-87.4% |