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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 | $63,758 | $112,915-43.5% | $90,965-29.9% | $158,950-59.9% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | 29.40% | 215.75%-186.3pp | 134.57%-105.2pp | 302.91%-273.5pp |
| Employer contribution / active EE | $1,307 | $2,894-54.8% | $2,122-38.4% | $4,762-72.5% |
| Participant deferral / active EE | $5,870 | $4,128+42.2% | $3,373+74.0% | $5,983-1.9% |
| Admin fee / account holder | $855 | $8,044-89.4% | $5,960-85.7% | $11,248-92.4% |