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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 | $72,822 | $183,988-60.4% | $162,177-55.1% | $152,897-52.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 26.23% | 150.79%-124.6pp | 115.60%-89.4pp | 345.43%-319.2pp |
| Employer contribution / active EE | $3,056 | $6,370-52.0% | $5,613-45.6% | $4,764-35.8% |
| Participant deferral / active EE | $7,258 | $8,032-9.6% | $7,297-0.5% | $5,851+24.0% |
| Admin fee / account holder | $1,432 | $13,123-89.1% | $10,843-86.8% | $11,599-87.7% |