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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 | $32,672 | $175,259-81.4% | $149,723-78.2% | $139,487-76.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.87% | 166.82%-144.0pp | 134.50%-111.6pp | 373.84%-351.0pp |
| Employer contribution / active EE | $1,712 | $5,478-68.7% | $4,821-64.5% | $4,755-64.0% |
| Participant deferral / active EE | $5,788 | $6,522-11.2% | $5,682+1.9% | $6,713-13.8% |
| Admin fee / account holder | $2,009 | $16,158-87.6% | $13,215-84.8% | $11,407-82.4% |