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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 | $51,512 | $104,937-50.9% | $84,628-39.1% | $152,897-66.3% |
| Participation rate | 47.4% | 74.8%-27.5pp | 68.2%-20.9pp | 82.5%-35.1pp |
| Annual return | 19.34% | 373.88%-354.5pp | 258.80%-239.5pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,226 | $3,303-62.9% | $2,653-53.8% | $4,764-74.3% |
| Participant deferral / active EE | $1,350 | $4,690-71.2% | $3,900-65.4% | $5,851-76.9% |
| Admin fee / account holder | $5,251 | $6,243-15.9% | $4,914+6.9% | $11,599-54.7% |