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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 | $134,817-55.0% | $123,973-51.0% | $155,188-60.9% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.7%-7.9pp | 80.8%-12.1pp |
| Annual return | 18.64% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $3,496 | $4,425-21.0% | $4,126-15.3% | $4,248-17.7% |
| Participant deferral / active EE | $10,547 | $5,706+84.8% | $5,247+101.0% | $6,531+61.5% |
| Admin fee / account holder | $37,767 | $13,245+185.1% | $11,799+220.1% | $14,480+160.8% |