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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 | $102,279 | $175,231-41.6% | $149,696-31.7% | $139,466-26.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 27.33% | 166.77%-139.4pp | 134.46%-107.1pp | 373.66%-346.3pp |
| Employer contribution / active EE | $1,635 | $5,478-70.2% | $4,821-66.1% | $4,754-65.6% |
| Participant deferral / active EE | $4,617 | $6,521-29.2% | $5,682-18.7% | $6,712-31.2% |
| Admin fee / account holder | $3,801 | $16,155-76.5% | $13,212-71.2% | $11,409-66.7% |