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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 | $82,717 | $148,629-44.3% | $135,982-39.2% | $139,487-40.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.21% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $2,958 | $5,247-43.6% | $4,859-39.1% | $4,755-37.8% |
| Participant deferral / active EE | $5,000 | $8,102-38.3% | $7,760-35.6% | $6,713-25.5% |
| Admin fee / account holder | $130,245 | $12,406+949.8% | $10,767+1109.6% | $11,407+1041.8% |