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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 | $59,489 | $150,435-60.5% | $120,580-50.7% | $145,897-59.2% |
| Participation rate | 61.1% | 78.8%-17.7pp | 72.0%-10.8pp | 80.3%-19.2pp |
| Annual return | 14.12% | 154.60%-140.5pp | 107.48%-93.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,247 | $4,352-48.4% | $3,469-35.2% | $4,663-51.8% |
| Participant deferral / active EE | $4,200 | $6,174-32.0% | $4,995-15.9% | $6,689-37.2% |
| Admin fee / account holder | $2,916 | $12,182-76.1% | $9,418-69.0% | $13,390-78.2% |