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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 | $80,540 | $183,539-56.1% | $155,556-48.2% | $145,897-44.8% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 15.51% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,085 | $5,315-79.6% | $4,675-76.8% | $4,663-76.7% |
| Participant deferral / active EE | $4,160 | $6,467-35.7% | $5,631-26.1% | $6,689-37.8% |
| Admin fee / account holder | $27,880 | $19,275+44.6% | $15,885+75.5% | $13,390+108.2% |