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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 | $68,743 | $160,070-57.1% | $147,117-53.3% | $145,897-52.9% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.6pp | 80.3%-27.7pp |
| Annual return | 11.73% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,870 | $5,285-64.6% | $4,932-62.1% | $4,663-59.9% |
| Participant deferral / active EE | $6,536 | $8,419-22.4% | $8,065-19.0% | $6,689-2.3% |
| Admin fee / account holder | $4,112 | $15,035-72.7% | $12,993-68.4% | $13,390-69.3% |