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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 | $66,632 | $166,242-59.9% | $165,071-59.6% | $145,884-54.3% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 10.52% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,915 | $5,283-63.7% | $4,347-55.9% | $4,662-58.9% |
| Participant deferral / active EE | $5,851 | $6,964-16.0% | $6,035-3.0% | $6,690-12.5% |
| Admin fee / account holder | $20,052 | $16,658+20.4% | $12,695+58.0% | $13,392+49.7% |