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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 | $61,284 | $165,399-62.9% | $149,745-59.1% | $158,982-61.5% |
| Participation rate | 56.5% | 84.6%-28.1pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 2919.07% | 348.34%+2570.7pp | 276.72%+2642.3pp | 302.99%+2616.1pp |
| Employer contribution / active EE | $2,910 | $5,105-43.0% | $4,646-37.4% | $4,763-38.9% |
| Participant deferral / active EE | $4,894 | $7,183-31.9% | $6,843-28.5% | $5,983-18.2% |
| Admin fee / account holder | $362 | $10,811-96.6% | $9,312-96.1% | $11,252-96.8% |