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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 | $20,932 | $210,698-90.1% | $178,014-88.2% | $145,959-85.7% |
| Participation rate | 60.9% | 80.8%-19.9pp | 77.1%-16.2pp | 80.3%-19.4pp |
| Annual return | 12.56% | 386.27%-373.7pp | 294.80%-282.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,659 | $4,567-63.7% | $3,950-58.0% | $4,661-64.4% |
| Participant deferral / active EE | $3,424 | $6,958-50.8% | $6,276-45.4% | $6,689-48.8% |
| Admin fee / account holder | $1,486 | $12,016-87.6% | $10,362-85.7% | $13,398-88.9% |