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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 | $57,600 | $148,623-61.2% | $135,974-57.6% | $139,466-58.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.43% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,096 | $5,246-41.0% | $4,859-36.3% | $4,754-34.9% |
| Participant deferral / active EE | $8,711 | $8,103+7.5% | $7,760+12.3% | $6,712+29.8% |
| Admin fee / account holder | $18,805 | $12,406+51.6% | $10,767+74.7% | $11,409+64.8% |