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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 | $39,533 | $165,381-76.1% | $149,730-73.6% | $158,966-75.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 50.32% | 348.29%-298.0pp | 276.70%-226.4pp | 302.95%-252.6pp |
| Employer contribution / active EE | $3,764 | $5,104-26.3% | $4,645-19.0% | $4,762-21.0% |
| Participant deferral / active EE | $5,283 | $7,182-26.4% | $6,843-22.8% | $5,983-11.7% |
| Admin fee / account holder | $5,281 | $10,809-51.1% | $9,310-43.3% | $11,250-53.1% |