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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 | $41,123 | $183,539-77.6% | $155,556-73.6% | $145,897-71.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.93% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,912 | $5,315-45.2% | $4,675-37.7% | $4,663-37.5% |
| Participant deferral / active EE | $8,427 | $6,467+30.3% | $5,631+49.7% | $6,689+26.0% |
| Admin fee / account holder | $17,021 | $19,275-11.7% | $15,885+7.1% | $13,390+27.1% |