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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 | $108,491 | $184,000-41.0% | $162,185-33.1% | $152,909-29.0% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.5%-38.0pp |
| Annual return | 23.70% | 150.80%-127.1pp | 115.61%-91.9pp | 345.46%-321.8pp |
| Employer contribution / active EE | $2,951 | $6,370-53.7% | $5,613-47.4% | $4,764-38.1% |
| Participant deferral / active EE | $5,321 | $8,033-33.8% | $7,297-27.1% | $5,851-9.1% |
| Admin fee / account holder | $497 | $13,124-96.2% | $10,844-95.4% | $11,601-95.7% |