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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 | $78,030 | $144,130-45.9% | $117,861-33.8% | $147,586-47.1% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 27.17% | 531.20%-504.0pp | 335.11%-307.9pp | 578.59%-551.4pp |
| Employer contribution / active EE | $2,105 | $4,897-57.0% | $3,786-44.4% | $4,876-56.8% |
| Participant deferral / active EE | $3,891 | $5,316-26.8% | $4,482-13.2% | $5,439-28.5% |
| Admin fee / account holder | $35,616 | $10,887+227.2% | $8,021+344.1% | $10,886+227.2% |