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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 | $125,190-49.5% | $105,624-40.2% | $145,897-56.7% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 8.88% | 225.22%-216.3pp | 116.20%-107.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $5,063 | $3,720+36.1% | $3,168+59.8% | $4,663+8.6% |
| Participant deferral / active EE | $6,014 | $5,716+5.2% | $5,013+20.0% | $6,689-10.1% |
| Admin fee / account holder | $563 | $17,138-96.7% | $10,961-94.9% | $13,390-95.8% |