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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 | $47,196 | $160,070-70.5% | $147,117-67.9% | $145,897-67.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.59% | 98.69%-77.1pp | 420.54%-399.0pp | 552.29%-530.7pp |
| Employer contribution / active EE | $2,874 | $5,285-45.6% | $4,932-41.7% | $4,663-38.4% |
| Participant deferral / active EE | $12,173 | $8,419+44.6% | $8,065+50.9% | $6,689+82.0% |
| Admin fee / account holder | $372 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |