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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 | $43,251 | $149,040-71.0% | $120,225-64.0% | $137,256-68.5% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 21.67% | 605.68%-584.0pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,023 | $4,350-7.5% | $3,475+15.7% | $4,156-3.2% |
| Participant deferral / active EE | $6,454 | $4,655+38.7% | $3,999+61.4% | $6,407+0.7% |
| Admin fee / account holder | $13,107 | $6,348+106.5% | $5,696+130.1% | $12,270+6.8% |