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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 | $44,199 | $144,130-69.3% | $117,861-62.5% | $147,586-70.1% |
| Participation rate | 58.8% | 83.4%-24.6pp | 79.7%-20.8pp | 82.8%-24.0pp |
| Annual return | 24.31% | 531.20%-506.9pp | 335.11%-310.8pp | 578.59%-554.3pp |
| Employer contribution / active EE | $3,084 | $4,897-37.0% | $3,786-18.6% | $4,876-36.8% |
| Participant deferral / active EE | $7,077 | $5,316+33.1% | $4,482+57.9% | $5,439+30.1% |
| Admin fee / account holder | $333 | $10,887-96.9% | $8,021-95.9% | $10,886-96.9% |