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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 | $46,794 | $160,070-70.8% | $147,117-68.2% | $145,897-67.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.32% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $5,225 | $5,285-1.1% | $4,932+5.9% | $4,663+12.1% |
| Participant deferral / active EE | $10,445 | $8,419+24.1% | $8,065+29.5% | $6,689+56.1% |
| Admin fee / account holder | $483 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |