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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 | $58,258+11.0% | $81,820-21.0% | $80,925-20.1% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 31.95% | 41.76%-9.8pp | 777.93%-746.0pp | 35.65%-3.7pp |
| Employer contribution / active EE | $2,341 | $2,345-0.2% | $2,915-19.7% | $2,756-15.1% |
| Participant deferral / active EE | $4,713 | $3,284+43.5% | $4,323+9.0% | $4,299+9.6% |
| Admin fee / account holder | $11,871 | $4,976+138.6% | $7,391+60.6% | $6,940+71.1% |