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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 | $171,492-64.6% | $150,734-59.7% | $198,609-69.4% |
| Participation rate | 68.8% | 81.4%-12.7pp | 78.4%-9.7pp | 82.4%-13.6pp |
| Annual return | 18.64% | 804.70%-786.1pp | 600.81%-582.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $3,496 | $5,470-36.1% | $4,918-28.9% | $5,055-30.9% |
| Participant deferral / active EE | $10,547 | $6,259+68.5% | $5,610+88.0% | $6,977+51.2% |
| Admin fee / account holder | $37,767 | $17,628+114.2% | $14,905+153.4% | $19,030+98.5% |