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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 | $54,067 | $144,124-62.5% | $117,857-54.1% | $147,585-63.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 19.87% | 531.17%-511.3pp | 335.09%-315.2pp | 578.57%-558.7pp |
| Employer contribution / active EE | $2,626 | $4,897-46.4% | $3,786-30.6% | $4,876-46.2% |
| Participant deferral / active EE | $6,133 | $5,316+15.4% | $4,482+36.8% | $5,439+12.8% |
| Admin fee / account holder | $1,019 | $10,886-90.6% | $8,020-87.3% | $10,885-90.6% |