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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 | $55,088 | $90,530-39.1% | $76,030-27.5% | $145,897-62.2% |
| Participation rate | 57.1% | 74.4%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 24.34% | 625.08%-600.7pp | 361.54%-337.2pp | 552.29%-528.0pp |
| Employer contribution / active EE | $2,236 | $3,319-32.6% | $2,688-16.8% | $4,663-52.0% |
| Participant deferral / active EE | $7,197 | $5,164+39.4% | $4,257+69.1% | $6,689+7.6% |
| Admin fee / account holder | $412 | $8,383-95.1% | $6,421-93.6% | $13,390-96.9% |