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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 | $44,152 | $226,090-80.5% | $182,531-75.8% | $152,885-71.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 76.87% | 192.57%-115.7pp | 148.57%-71.7pp | 345.39%-268.5pp |
| Employer contribution / active EE | $3,222 | $4,978-35.3% | $4,075-20.9% | $4,763-32.3% |
| Participant deferral / active EE | $5,955 | $6,369-6.5% | $5,525+7.8% | $5,851+1.8% |
| Admin fee / account holder | $476 | $10,705-95.6% | $8,593-94.5% | $11,598-95.9% |