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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 | $89,237 | $72,071+23.8% | $68,368+30.5% | $137,256-35.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 18.62% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,038 | $2,788-26.9% | $2,649-23.1% | $4,156-51.0% |
| Participant deferral / active EE | $3,107 | $4,410-29.5% | $4,123-24.6% | $6,407-51.5% |
| Admin fee / account holder | $519 | $5,336-90.3% | $5,150-89.9% | $12,270-95.8% |