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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 | $53,201 | $107,353-50.4% | $92,903-42.7% | $152,885-65.2% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 25.86% | 145.62%-119.8pp | 109.43%-83.6pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,892 | $4,222-55.2% | $3,653-48.2% | $4,763-60.3% |
| Participant deferral / active EE | $2,660 | $4,848-45.1% | $4,238-37.2% | $5,851-54.5% |
| Admin fee / account holder | $2,684 | $7,081-62.1% | $5,795-53.7% | $11,598-76.9% |