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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 | $87,065 | $102,595-15.1% | $94,057-7.4% | $154,746-43.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 17.65% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,369 | $3,147-24.7% | $2,933-19.2% | $4,379-45.9% |
| Participant deferral / active EE | $3,426 | $5,118-33.1% | $4,709-27.3% | $6,730-49.1% |
| Admin fee / account holder | $364 | $7,736-95.3% | $7,244-95.0% | $14,365-97.5% |