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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 | $160,040-52.5% | $147,096-48.4% | $145,877-47.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.36% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,287 | $5,289-75.7% | $4,936-73.9% | $4,663-72.4% |
| Participant deferral / active EE | $7,141 | $8,429-15.3% | $8,071-11.5% | $6,691+6.7% |
| Admin fee / account holder | $3,370 | $15,050-77.6% | $13,005-74.1% | $13,402-74.9% |