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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 | $26,220 | $176,120-85.1% | $159,487-83.6% | $167,553-84.4% |
| Participation rate | 43.8% | 85.0%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 13.41% | 331.95%-318.5pp | 263.71%-250.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,559 | $5,299-70.6% | $4,831-67.7% | $4,840-67.8% |
| Participant deferral / active EE | $4,507 | $7,752-41.9% | $7,354-38.7% | $6,343-28.9% |
| Admin fee / account holder | $5,498 | $12,561-56.2% | $10,804-49.1% | $12,316-55.4% |