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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 | $32,675 | $190,862-82.9% | $159,991-79.6% | $134,509-75.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 15.90% | 552.59%-536.7pp | 408.82%-392.9pp | 418.13%-402.2pp |
| Employer contribution / active EE | $1,052 | $4,995-78.9% | $4,225-75.1% | $4,741-77.8% |
| Participant deferral / active EE | $3,243 | $6,924-53.2% | $6,183-47.5% | $6,400-49.3% |
| Admin fee / account holder | $1,296 | $10,495-87.6% | $8,715-85.1% | $11,427-88.7% |