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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 | $63,366 | $129,737-51.2% | $119,126-46.8% | $154,746-59.1% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 11.87% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $7,882 | $4,375+80.2% | $4,034+95.4% | $4,379+80.0% |
| Participant deferral / active EE | $6,700 | $5,842+14.7% | $5,318+26.0% | $6,730-0.5% |
| Admin fee / account holder | $403 | $11,961-96.6% | $10,693-96.2% | $14,365-97.2% |