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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 | $72,071-40.1% | $68,368-36.8% | $137,256-68.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.35% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,549 | $2,788-8.6% | $2,649-3.8% | $4,156-38.7% |
| Participant deferral / active EE | $2,238 | $4,410-49.3% | $4,123-45.7% | $6,407-65.1% |
| Admin fee / account holder | $4,185 | $5,336-21.6% | $5,150-18.7% | $12,270-65.9% |