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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 | $33,863 | $160,070-78.8% | $147,117-77.0% | $145,897-76.8% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 11.70% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,319 | $5,285-75.0% | $4,932-73.3% | $4,663-71.7% |
| Participant deferral / active EE | $4,654 | $8,419-44.7% | $8,065-42.3% | $6,689-30.4% |
| Admin fee / account holder | $2,333 | $15,035-84.5% | $12,993-82.0% | $13,390-82.6% |