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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 | $84,169 | $154,754-45.6% | $124,206-32.2% | $138,895-39.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 19.68% | 709.28%-689.6pp | 515.27%-495.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $4,472 | $4,446+0.6% | $3,540+26.3% | $4,194+6.6% |
| Participant deferral / active EE | $3,855 | $4,621-16.6% | $3,968-2.8% | $6,396-39.7% |
| Admin fee / account holder | $328 | $6,690-95.1% | $5,929-94.5% | $12,562-97.4% |