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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 | $50,265 | $112,136-55.2% | $95,968-47.6% | $158,988-68.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 13.58% | 171.21%-157.6pp | 91.65%-78.1pp | 303.00%-289.4pp |
| Employer contribution / active EE | $2,052 | $3,199-35.9% | $2,542-19.3% | $4,763-56.9% |
| Participant deferral / active EE | $6,464 | $4,784+35.1% | $4,167+55.1% | $5,983+8.0% |
| Admin fee / account holder | $10,387 | $10,137+2.5% | $6,798+52.8% | $11,252-7.7% |