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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 | $102,629 | $176,077-41.7% | $159,455-35.6% | $167,518-38.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.80% | 331.83%-314.0pp | 263.63%-245.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $2,111 | $5,298-60.1% | $4,830-56.3% | $4,838-56.4% |
| Participant deferral / active EE | $4,750 | $7,751-38.7% | $7,353-35.4% | $6,342-25.1% |
| Admin fee / account holder | $1,430 | $12,556-88.6% | $10,800-86.8% | $12,312-88.4% |