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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 | $60,171 | $160,040-62.4% | $147,096-59.1% | $145,877-58.8% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 11.23% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,386 | $5,289-54.9% | $4,936-51.7% | $4,663-48.8% |
| Participant deferral / active EE | $8,113 | $8,429-3.7% | $8,071+0.5% | $6,691+21.3% |
| Admin fee / account holder | $896 | $15,050-94.0% | $13,005-93.1% | $13,402-93.3% |