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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 | $27,776 | $160,040-82.6% | $147,096-81.1% | $145,877-81.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.54% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,266 | $5,289-76.1% | $4,936-74.3% | $4,663-72.8% |
| Participant deferral / active EE | $4,739 | $8,429-43.8% | $8,071-41.3% | $6,691-29.2% |
| Admin fee / account holder | $19,118 | $15,050+27.0% | $13,005+47.0% | $13,402+42.6% |