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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 | $72,992 | $165,361-55.9% | $149,715-51.2% | $158,950-54.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 66.56% | 348.24%-281.7pp | 276.66%-210.1pp | 302.91%-236.3pp |
| Employer contribution / active EE | $4,238 | $5,103-17.0% | $4,645-8.8% | $4,762-11.0% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,842+42.5% | $5,983+63.0% |
| Admin fee / account holder | $374 | $10,808-96.5% | $9,310-96.0% | $11,248-96.7% |