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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 | $39,203 | $68,412-42.7% | $94,679-58.6% | $75,181-47.9% |
| Participation rate | 54.3% | 76.1%-21.8pp | 80.8%-26.5pp | 67.2%-12.9pp |
| Annual return | 19.97% | 616.91%-596.9pp | 156.75%-136.8pp | 160.69%-140.7pp |
| Employer contribution / active EE | $2,858 | $2,701+5.8% | $3,673-22.2% | $2,671+7.0% |
| Participant deferral / active EE | $6,168 | $6,537-5.6% | $7,417-16.8% | $4,126+49.5% |
| Admin fee / account holder | $5,668 | $5,326+6.4% | $7,233-21.6% | $5,650+0.3% |