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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 | $62,114 | $162,529-61.8% | $130,788-52.5% | $154,746-59.9% |
| Participation rate | 69.2% | 75.9%-6.6pp | 70.1%-0.9pp | 80.7%-11.5pp |
| Annual return | 22.15% | 510.48%-488.3pp | 386.44%-364.3pp | 172.34%-150.2pp |
| Employer contribution / active EE | $4,155 | $4,447-6.6% | $3,558+16.8% | $4,379-5.1% |
| Participant deferral / active EE | $5,610 | $4,808+16.7% | $4,137+35.6% | $6,730-16.6% |
| Admin fee / account holder | $667 | $7,669-91.3% | $6,673-90.0% | $14,365-95.4% |