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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 | $31,450 | $157,296-80.0% | $141,191-77.7% | $152,897-79.4% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.5%-30.1pp |
| Annual return | 50.94% | 64.34%-13.4pp | 71.41%-20.5pp | 345.43%-294.5pp |
| Employer contribution / active EE | $2,889 | $5,262-45.1% | $4,736-39.0% | $4,764-39.4% |
| Participant deferral / active EE | $10,069 | $7,111+41.6% | $6,710+50.1% | $5,851+72.1% |
| Admin fee / account holder | $8,380 | $12,125-30.9% | $10,264-18.4% | $11,599-27.8% |