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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 | $77,522 | $149,040-48.0% | $120,225-35.5% | $137,256-43.5% |
| Participation rate | 61.9% | 75.4%-13.5pp | 69.6%-7.7pp | 80.0%-18.1pp |
| Annual return | 11.83% | 605.68%-593.9pp | 439.23%-427.4pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,665 | $4,350-15.8% | $3,475+5.4% | $4,156-11.8% |
| Participant deferral / active EE | $5,078 | $4,655+9.1% | $3,999+27.0% | $6,407-20.7% |
| Admin fee / account holder | $383 | $6,348-94.0% | $5,696-93.3% | $12,270-96.9% |