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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 | $40,550 | $125,190-67.6% | $105,624-61.6% | $145,897-72.2% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 13.52% | 225.22%-211.7pp | 116.20%-102.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,433 | $3,720-34.6% | $3,168-23.2% | $4,663-47.8% |
| Participant deferral / active EE | $5,376 | $5,716-5.9% | $5,013+7.2% | $6,689-19.6% |
| Admin fee / account holder | $20,953 | $17,138+22.3% | $10,961+91.2% | $13,390+56.5% |