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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 | $160,040-78.8% | $147,096-77.0% | $145,877-76.8% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 11.70% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,319 | $5,289-75.1% | $4,936-73.3% | $4,663-71.7% |
| Participant deferral / active EE | $4,654 | $8,429-44.8% | $8,071-42.3% | $6,691-30.4% |
| Admin fee / account holder | $2,333 | $15,050-84.5% | $13,005-82.1% | $13,402-82.6% |