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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 | $150,346-60.4% | $120,524-50.6% | $145,877-59.2% |
| Participation rate | 61.1% | 78.8%-17.7pp | 71.9%-10.8pp | 80.3%-19.2pp |
| Annual return | 14.12% | 154.40%-140.3pp | 107.36%-93.2pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,247 | $4,353-48.4% | $3,469-35.2% | $4,663-51.8% |
| Participant deferral / active EE | $4,200 | $6,172-32.0% | $4,994-15.9% | $6,691-37.2% |
| Admin fee / account holder | $2,916 | $12,215-76.1% | $9,440-69.1% | $13,402-78.2% |