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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 | $73,872 | $68,394+8.0% | $94,672-22.0% | $75,177-1.7% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 16.98% | 616.92%-599.9pp | 156.89%-139.9pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,649 | $2,701-38.9% | $3,673-55.1% | $2,671-38.3% |
| Participant deferral / active EE | $3,165 | $6,536-51.6% | $7,417-57.3% | $4,126-23.3% |
| Admin fee / account holder | $1,584 | $5,326-70.3% | $7,222-78.1% | $5,651-72.0% |