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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 | $70,364 | $183,627-61.7% | $155,602-54.8% | $145,978-51.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.25% | 61.32%-44.1pp | 64.81%-47.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,575 | $5,316-51.6% | $4,675-44.9% | $4,662-44.8% |
| Participant deferral / active EE | $3,219 | $6,466-50.2% | $5,629-42.8% | $6,690-51.9% |
| Admin fee / account holder | $29,329 | $19,327+51.7% | $15,923+84.2% | $13,400+118.9% |