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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 | $44,091 | $99,053-55.5% | $88,179-50.0% | $138,895-68.3% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.1%-0.7pp | 79.9%-11.5pp |
| Annual return | 13.31% | 78.17%-64.9pp | 64.97%-51.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $3,663 | $2,882+27.1% | $2,549+43.7% | $4,194-12.7% |
| Participant deferral / active EE | $10,132 | $5,225+93.9% | $4,614+119.6% | $6,396+58.4% |
| Admin fee / account holder | $27,689 | $8,748+216.5% | $7,673+260.9% | $12,562+120.4% |