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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 | $75,947 | $160,070-52.6% | $147,117-48.4% | $145,897-47.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.36% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,287 | $5,285-75.6% | $4,932-73.9% | $4,663-72.4% |
| Participant deferral / active EE | $7,141 | $8,419-15.2% | $8,065-11.5% | $6,689+6.7% |
| Admin fee / account holder | $3,370 | $15,035-77.6% | $12,993-74.1% | $13,390-74.8% |