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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 | $160,040-80.1% | $147,096-78.4% | $145,877-78.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 26.14% | 98.49%-72.4pp | 419.75%-393.6pp | 551.28%-525.1pp |
| Employer contribution / active EE | $1,373 | $5,289-74.0% | $4,936-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $4,202 | $8,429-50.1% | $8,071-47.9% | $6,691-37.2% |
| Admin fee / account holder | $869 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |