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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 | $96,884 | $148,623-34.8% | $135,974-28.7% | $139,466-30.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 42.31% | 79.30%-37.0pp | 68.30%-26.0pp | 373.66%-331.4pp |
| Employer contribution / active EE | $2,582 | $5,246-50.8% | $4,859-46.9% | $4,754-45.7% |
| Participant deferral / active EE | $5,602 | $8,103-30.9% | $7,760-27.8% | $6,712-16.5% |
| Admin fee / account holder | $18,442 | $12,406+48.7% | $10,767+71.3% | $11,409+61.6% |