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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 | $80,984 | $176,077-54.0% | $159,455-49.2% | $167,518-51.7% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 19.18% | 331.83%-312.6pp | 263.63%-244.4pp | 478.71%-459.5pp |
| Employer contribution / active EE | $3,331 | $5,298-37.1% | $4,830-31.0% | $4,838-31.2% |
| Participant deferral / active EE | $5,679 | $7,751-26.7% | $7,353-22.8% | $6,342-10.5% |
| Admin fee / account holder | $5,938 | $12,556-52.7% | $10,800-45.0% | $12,312-51.8% |