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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 | $32,869 | $210,698-84.4% | $178,014-81.5% | $145,959-77.5% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 16.36% | 386.27%-369.9pp | 294.80%-278.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,358 | $4,567-48.4% | $3,950-40.3% | $4,661-49.4% |
| Participant deferral / active EE | $3,253 | $6,958-53.3% | $6,276-48.2% | $6,689-51.4% |
| Admin fee / account holder | $23,655 | $12,016+96.9% | $10,362+128.3% | $13,398+76.6% |