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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 | $43,205 | $102,595-57.9% | $94,057-54.1% | $154,746-72.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 17.35% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,549 | $3,147-19.0% | $2,933-13.1% | $4,379-41.8% |
| Participant deferral / active EE | $2,238 | $5,118-56.3% | $4,709-52.5% | $6,730-66.8% |
| Admin fee / account holder | $4,185 | $7,736-45.9% | $7,244-42.2% | $14,365-70.9% |