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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 | $47,811 | $115,796-58.7% | $101,264-52.8% | $158,950-69.9% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 112.25% | 56.15%+56.1pp | 46.48%+65.8pp | 302.91%-190.7pp |
| Employer contribution / active EE | $2,042 | $4,175-51.1% | $3,660-44.2% | $4,762-57.1% |
| Participant deferral / active EE | $5,519 | $4,958+11.3% | $4,370+26.3% | $5,983-7.7% |
| Admin fee / account holder | $438 | $7,247-94.0% | $5,947-92.6% | $11,248-96.1% |