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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 | $118,575 | $176,120-32.7% | $159,487-25.7% | $167,553-29.2% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 14.58% | 331.95%-317.4pp | 263.71%-249.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $973 | $5,299-81.6% | $4,831-79.9% | $4,840-79.9% |
| Participant deferral / active EE | $5,298 | $7,752-31.7% | $7,354-28.0% | $6,343-16.5% |
| Admin fee / account holder | $49,929 | $12,561+297.5% | $10,804+362.2% | $12,316+305.4% |