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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 | $130,433 | $160,059-18.5% | $140,019-6.8% | $135,379-3.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 2.13% | 911.44%-909.3pp | 651.15%-649.0pp | 519.79%-517.7pp |
| Employer contribution / active EE | $5,000 | $6,420-22.1% | $5,605-10.8% | $4,779+4.6% |
| Participant deferral / active EE | $4,625 | $7,641-39.5% | $6,927-33.2% | $5,609-17.5% |
| Admin fee / account holder | $418 | $13,328-96.9% | $10,705-96.1% | $10,828-96.1% |