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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 | $176,071-85.1% | $159,450-83.6% | $167,497-84.3% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 13.41% | 331.79%-318.4pp | 263.60%-250.2pp | 478.62%-465.2pp |
| Employer contribution / active EE | $1,559 | $5,298-70.6% | $4,830-67.7% | $4,838-67.8% |
| Participant deferral / active EE | $4,507 | $7,750-41.8% | $7,352-38.7% | $6,341-28.9% |
| Admin fee / account holder | $5,498 | $12,555-56.2% | $10,800-49.1% | $12,310-55.3% |