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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 | $37,590 | $160,070-76.5% | $147,117-74.4% | $145,897-74.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 33.03% | 98.69%-65.7pp | 420.54%-387.5pp | 552.29%-519.3pp |
| Employer contribution / active EE | $7,415 | $5,285+40.3% | $4,932+50.3% | $4,663+59.0% |
| Participant deferral / active EE | $15,877 | $8,419+88.6% | $8,065+96.9% | $6,689+137.3% |
| Admin fee / account holder | $10,282 | $15,035-31.6% | $12,993-20.9% | $13,390-23.2% |