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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 | $62,938 | $159,934-60.6% | $147,005-57.2% | $145,959-56.9% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-16.9pp | 80.3%-15.1pp |
| Annual return | 14.57% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,971 | $5,287-62.7% | $4,934-60.1% | $4,661-57.7% |
| Participant deferral / active EE | $4,482 | $8,427-46.8% | $8,070-44.5% | $6,689-33.0% |
| Admin fee / account holder | $1,649 | $15,053-89.0% | $13,006-87.3% | $13,398-87.7% |