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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 | $102,595-13.0% | $94,057-5.1% | $154,746-42.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 18.62% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,038 | $3,147-35.2% | $2,933-30.5% | $4,379-53.5% |
| Participant deferral / active EE | $3,107 | $5,118-39.3% | $4,709-34.0% | $6,730-53.8% |
| Admin fee / account holder | $519 | $7,736-93.3% | $7,244-92.8% | $14,365-96.4% |