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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 | $53,747 | $111,878-52.0% | $93,727-42.7% | $145,897-63.2% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 20.39% | 204.28%-183.9pp | 133.83%-113.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $2,050 | $3,092-33.7% | $2,421-15.3% | $4,663-56.0% |
| Participant deferral / active EE | $4,630 | $4,920-5.9% | $4,417+4.8% | $6,689-30.8% |
| Admin fee / account holder | $531 | $10,256-94.8% | $8,292-93.6% | $13,390-96.0% |