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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 | $85,701 | $171,492-50.0% | $150,734-43.1% | $198,609-56.8% |
| Participation rate | 42.9% | 81.4%-38.6pp | 78.4%-35.6pp | 82.4%-39.5pp |
| Annual return | 17.12% | 804.70%-787.6pp | 600.81%-583.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,703 | $5,470-50.6% | $4,918-45.0% | $5,055-46.5% |
| Participant deferral / active EE | $4,140 | $6,259-33.9% | $5,610-26.2% | $6,977-40.7% |
| Admin fee / account holder | $770 | $17,628-95.6% | $14,905-94.8% | $19,030-96.0% |