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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 | $80,524 | $103,008-21.8% | $90,304-10.8% | $152,897-47.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 24.28% | 95.22%-70.9pp | 78.13%-53.9pp | 345.43%-321.1pp |
| Employer contribution / active EE | $3,000 | $3,139-4.4% | $2,855+5.1% | $4,764-37.0% |
| Participant deferral / active EE | $17,205 | $4,281+301.9% | $3,885+342.8% | $5,851+194.0% |
| Admin fee / account holder | $780 | $6,175-87.4% | $5,354-85.4% | $11,599-93.3% |