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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 | $63,924 | $232,540-72.5% | $185,117-65.5% | $147,586-56.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 11.42% | 43.03%-31.6pp | 40.50%-29.1pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,364 | $5,195-73.7% | $4,182-67.4% | $4,876-72.0% |
| Participant deferral / active EE | $3,356 | $5,834-42.5% | $5,045-33.5% | $5,439-38.3% |
| Admin fee / account holder | $433 | $10,275-95.8% | $8,159-94.7% | $10,886-96.0% |