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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 | $82,844 | $90,489-8.4% | $76,051+8.9% | $145,978-43.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.47% | 622.78%-611.3pp | 360.42%-348.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,267 | $3,319-61.8% | $2,690-52.9% | $4,662-72.8% |
| Participant deferral / active EE | $3,833 | $5,164-25.8% | $4,257-10.0% | $6,690-42.7% |
| Admin fee / account holder | $985 | $8,374-88.2% | $6,416-84.6% | $13,400-92.6% |