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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 | $63,173 | $125,237-49.6% | $105,608-40.2% | $145,877-56.7% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 8.88% | 225.76%-216.9pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $5,063 | $3,720+36.1% | $3,167+59.9% | $4,663+8.6% |
| Participant deferral / active EE | $6,014 | $5,711+5.3% | $5,010+20.1% | $6,691-10.1% |
| Admin fee / account holder | $563 | $17,287-96.7% | $11,028-94.9% | $13,402-95.8% |