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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 | $80,959 | $115,796-30.1% | $101,264-20.1% | $158,950-49.1% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 21.42% | 56.15%-34.7pp | 46.48%-25.1pp | 302.91%-281.5pp |
| Employer contribution / active EE | $2,860 | $4,175-31.5% | $3,660-21.9% | $4,762-39.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,864 | $7,247-60.5% | $5,947-51.8% | $11,248-74.5% |