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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 | $48,275 | $175,259-72.5% | $149,723-67.8% | $139,487-65.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 22.14% | 166.82%-144.7pp | 134.50%-112.4pp | 373.84%-351.7pp |
| Employer contribution / active EE | $2,753 | $5,478-49.7% | $4,821-42.9% | $4,755-42.1% |
| Participant deferral / active EE | $3,671 | $6,522-43.7% | $5,682-35.4% | $6,713-45.3% |
| Admin fee / account holder | $3,171 | $16,158-80.4% | $13,215-76.0% | $11,407-72.2% |