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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 | $95,987 | $180,462-46.8% | $154,111-37.7% | $135,379-29.1% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | -1.74% | 888.17%-889.9pp | 735.18%-736.9pp | 519.79%-521.5pp |
| Employer contribution / active EE | $1,599 | $6,036-73.5% | $5,298-69.8% | $4,779-66.5% |
| Participant deferral / active EE | $2,934 | $5,806-49.5% | $5,081-42.3% | $5,609-47.7% |
| Admin fee / account holder | $439 | $16,145-97.3% | $13,411-96.7% | $10,828-95.9% |