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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 | $73,342 | $102,595-28.5% | $94,057-22.0% | $154,746-52.6% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 15.15% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $958 | $3,147-69.5% | $2,933-67.3% | $4,379-78.1% |
| Participant deferral / active EE | $1,208 | $5,118-76.4% | $4,709-74.4% | $6,730-82.1% |
| Admin fee / account holder | $1,195 | $7,736-84.6% | $7,244-83.5% | $14,365-91.7% |