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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 | $65,369 | $183,592-64.4% | $155,567-58.0% | $145,959-55.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.55% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,260 | $5,315-38.7% | $4,674-30.3% | $4,661-30.1% |
| Participant deferral / active EE | $7,067 | $6,464+9.3% | $5,628+25.6% | $6,689+5.7% |
| Admin fee / account holder | $1,105 | $19,318-94.3% | $15,916-93.1% | $13,398-91.8% |