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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 | $74,191 | $176,105-57.9% | $159,474-53.5% | $167,536-55.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.34% | 331.91%-320.6pp | 263.68%-252.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,180 | $5,299-58.9% | $4,831-54.9% | $4,839-55.0% |
| Participant deferral / active EE | $5,684 | $7,751-26.7% | $7,353-22.7% | $6,342-10.4% |
| Admin fee / account holder | $832 | $12,559-93.4% | $10,802-92.3% | $12,315-93.2% |