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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 | $50,813 | $104,924-51.6% | $84,623-40.0% | $152,885-66.8% |
| Participation rate | 47.1% | 74.8%-27.8pp | 68.2%-21.2pp | 82.5%-35.4pp |
| Annual return | 20.84% | 373.82%-353.0pp | 258.77%-237.9pp | 345.39%-324.6pp |
| Employer contribution / active EE | $889 | $3,302-73.1% | $2,652-66.5% | $4,763-81.3% |
| Participant deferral / active EE | $2,900 | $4,689-38.1% | $3,899-25.6% | $5,851-50.4% |
| Admin fee / account holder | $1,455 | $6,242-76.7% | $4,913-70.4% | $11,598-87.5% |