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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 | $63,526 | $175,231-63.7% | $149,696-57.6% | $139,466-54.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 12.49% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,517 | $5,478-54.0% | $4,821-47.8% | $4,754-47.0% |
| Participant deferral / active EE | $9,683 | $6,521+48.5% | $5,682+70.4% | $6,712+44.3% |
| Admin fee / account holder | $53,421 | $16,155+230.7% | $13,212+304.3% | $11,409+368.2% |