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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 | $31,820 | $160,070-80.1% | $147,117-78.4% | $145,897-78.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 26.14% | 98.69%-72.5pp | 420.54%-394.4pp | 552.29%-526.2pp |
| Employer contribution / active EE | $1,373 | $5,285-74.0% | $4,932-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $4,202 | $8,419-50.1% | $8,065-47.9% | $6,689-37.2% |
| Admin fee / account holder | $869 | $15,035-94.2% | $12,993-93.3% | $13,390-93.5% |