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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 | $34,962 | $160,028-78.2% | $147,080-76.2% | $145,884-76.0% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.6pp | 80.3%-27.7pp |
| Annual return | 20.66% | 98.60%-77.9pp | 420.17%-399.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,295 | $5,286-56.6% | $4,933-53.5% | $4,662-50.8% |
| Participant deferral / active EE | $6,278 | $8,422-25.5% | $8,066-22.2% | $6,690-6.2% |
| Admin fee / account holder | $14,822 | $15,030-1.4% | $12,989+14.1% | $13,392+10.7% |