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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 | $84,563 | $167,030-49.4% | $135,768-37.7% | $155,188-45.5% |
| Participation rate | 45.5% | 76.2%-30.7pp | 71.1%-25.6pp | 80.8%-35.3pp |
| Annual return | 7.93% | 678.39%-670.5pp | 526.10%-518.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $1,417 | $4,132-65.7% | $3,394-58.2% | $4,248-66.6% |
| Participant deferral / active EE | $2,449 | $4,528-45.9% | $3,977-38.4% | $6,531-62.5% |
| Admin fee / account holder | $1,385 | $8,172-83.0% | $7,048-80.3% | $14,480-90.4% |