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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 | $40,154 | $160,059-74.9% | $140,019-71.3% | $135,382-70.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -2.40% | 911.44%-913.8pp | 651.15%-653.5pp | 519.77%-522.2pp |
| Employer contribution / active EE | $1,979 | $6,420-69.2% | $5,605-64.7% | $4,779-58.6% |
| Participant deferral / active EE | $11,333 | $7,641+48.3% | $6,927+63.6% | $5,609+102.1% |
| Admin fee / account holder | $17,958 | $13,328+34.7% | $10,705+67.8% | $10,829+65.8% |