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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 | $61,806 | $148,558-58.4% | $135,925-54.5% | $139,427-55.7% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 23.11% | 79.22%-56.1pp | 68.25%-45.1pp | 373.27%-350.2pp |
| Employer contribution / active EE | $5,119 | $5,244-2.4% | $4,857+5.4% | $4,752+7.7% |
| Participant deferral / active EE | $10,357 | $8,101+27.8% | $7,759+33.5% | $6,711+54.3% |
| Admin fee / account holder | $5,442 | $12,401-56.1% | $10,764-49.4% | $11,404-52.3% |