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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 | $60,712 | $129,737-53.2% | $119,126-49.0% | $154,746-60.8% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 18.64% | 379.08%-360.4pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,496 | $4,375-20.1% | $4,034-13.3% | $4,379-20.2% |
| Participant deferral / active EE | $10,547 | $5,842+80.5% | $5,318+98.3% | $6,730+56.7% |
| Admin fee / account holder | $37,767 | $11,961+215.8% | $10,693+253.2% | $14,365+162.9% |