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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 | $171,492-63.1% | $150,734-58.0% | $198,609-68.1% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 11.87% | 804.70%-792.8pp | 600.81%-588.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $7,882 | $5,470+44.1% | $4,918+60.3% | $5,055+55.9% |
| Participant deferral / active EE | $6,700 | $6,259+7.0% | $5,610+19.4% | $6,977-4.0% |
| Admin fee / account holder | $403 | $17,628-97.7% | $14,905-97.3% | $19,030-97.9% |