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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 | $100,962 | $160,070-36.9% | $147,117-31.4% | $145,897-30.8% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 22.06% | 98.69%-76.6pp | 420.54%-398.5pp | 552.29%-530.2pp |
| Employer contribution / active EE | $1,657 | $5,285-68.6% | $4,932-66.4% | $4,663-64.5% |
| Participant deferral / active EE | $4,747 | $8,419-43.6% | $8,065-41.1% | $6,689-29.0% |
| Admin fee / account holder | $3,279 | $15,035-78.2% | $12,993-74.8% | $13,390-75.5% |