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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 | $63,657 | $183,539-65.3% | $155,556-59.1% | $145,897-56.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.70% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,501 | $5,315-52.9% | $4,675-46.5% | $4,663-46.4% |
| Participant deferral / active EE | $4,428 | $6,467-31.5% | $5,631-21.4% | $6,689-33.8% |
| Admin fee / account holder | $960 | $19,275-95.0% | $15,885-94.0% | $13,390-92.8% |