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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 | $111,535-43.2% | $105,223-39.8% | $137,256-53.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 11.87% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,882 | $3,939+100.1% | $3,689+113.7% | $4,156+89.7% |
| Participant deferral / active EE | $6,700 | $5,500+21.8% | $5,072+32.1% | $6,407+4.6% |
| Admin fee / account holder | $403 | $9,721-95.9% | $8,859-95.5% | $12,270-96.7% |