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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 | $40,991 | $111,535-63.2% | $105,223-61.0% | $137,256-70.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 59.76% | 237.85%-178.1pp | 180.65%-120.9pp | 220.34%-160.6pp |
| Employer contribution / active EE | $1,283 | $3,939-67.4% | $3,689-65.2% | $4,156-69.1% |
| Participant deferral / active EE | $1,837 | $5,500-66.6% | $5,072-63.8% | $6,407-71.3% |
| Admin fee / account holder | $8,917 | $9,721-8.3% | $8,859+0.7% | $12,270-27.3% |