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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 | $159,934-80.1% | $147,005-78.4% | $145,959-78.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 26.14% | 98.24%-72.1pp | 418.76%-392.6pp | 561.95%-535.8pp |
| Employer contribution / active EE | $1,373 | $5,287-74.0% | $4,934-72.2% | $4,661-70.5% |
| Participant deferral / active EE | $4,202 | $8,427-50.1% | $8,070-47.9% | $6,689-37.2% |
| Admin fee / account holder | $869 | $15,053-94.2% | $13,006-93.3% | $13,398-93.5% |