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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 | $51,516 | $198,461-74.0% | $170,436-69.8% | $147,585-65.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.73% | 257.30%-241.6pp | 205.94%-190.2pp | 578.57%-562.8pp |
| Employer contribution / active EE | $2,939 | $6,184-52.5% | $5,433-45.9% | $4,876-39.7% |
| Participant deferral / active EE | $10,367 | $5,629+84.2% | $4,939+109.9% | $5,439+90.6% |
| Admin fee / account holder | $8,309 | $16,852-50.7% | $13,880-40.1% | $10,885-23.7% |