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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 | $58,556 | $81,696-28.3% | $70,494-16.9% | $158,982-63.2% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 13.96% | 208.70%-194.7pp | 109.16%-95.2pp | 302.99%-289.0pp |
| Employer contribution / active EE | $5,403 | $3,220+67.8% | $2,738+97.3% | $4,763+13.4% |
| Participant deferral / active EE | $9,633 | $4,558+111.4% | $3,711+159.6% | $5,983+61.0% |
| Admin fee / account holder | $321 | $6,200-94.8% | $3,848-91.6% | $11,252-97.1% |