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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 | $55,114 | $72,273-23.7% | $101,275-45.6% | $79,856-31.0% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 4584.36% | 22.30%+4562.1pp | 46.48%+4537.9pp | 31.71%+4552.7pp |
| Employer contribution / active EE | $2,132 | $2,691-20.8% | $3,660-41.7% | $2,471-13.7% |
| Participant deferral / active EE | $5,008 | $3,282+52.6% | $4,371+14.6% | $3,741+33.9% |
| Admin fee / account holder | $1,974 | $4,401-55.1% | $5,948-66.8% | $5,306-62.8% |