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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 | $40,754 | $102,595-60.3% | $94,057-56.7% | $154,746-73.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 10.94% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $6,379 | $3,147+102.7% | $2,933+117.5% | $4,379+45.7% |
| Participant deferral / active EE | $6,810 | $5,118+33.1% | $4,709+44.6% | $6,730+1.2% |
| Admin fee / account holder | $24,776 | $7,736+220.3% | $7,244+242.0% | $14,365+72.5% |