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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 | $57,938 | $184,000-68.5% | $162,185-64.3% | $152,909-62.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 26.12% | 150.80%-124.7pp | 115.61%-89.5pp | 345.46%-319.3pp |
| Employer contribution / active EE | $2,261 | $6,370-64.5% | $5,613-59.7% | $4,764-52.5% |
| Participant deferral / active EE | $6,205 | $8,033-22.8% | $7,297-15.0% | $5,851+6.0% |
| Admin fee / account holder | $7,938 | $13,124-39.5% | $10,844-26.8% | $11,601-31.6% |