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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 | $64,665 | $58,234+11.0% | $81,783-20.9% | $80,874-20.0% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 31.95% | 41.70%-9.8pp | 775.05%-743.1pp | 35.62%-3.7pp |
| Employer contribution / active EE | $2,341 | $2,3410% | $2,913-19.6% | $2,756-15.0% |
| Participant deferral / active EE | $4,713 | $3,283+43.6% | $4,320+9.1% | $4,297+9.7% |
| Admin fee / account holder | $11,871 | $4,982+138.3% | $7,380+60.9% | $6,935+71.2% |