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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 | $183,592-77.6% | $155,574-73.6% | $145,877-71.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.93% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,912 | $5,317-45.2% | $4,676-37.7% | $4,663-37.5% |
| Participant deferral / active EE | $8,427 | $6,466+30.3% | $5,629+49.7% | $6,691+25.9% |
| Admin fee / account holder | $17,021 | $19,316-11.9% | $15,914+7.0% | $13,402+27.0% |