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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 | $26,358 | $72,071-63.4% | $68,368-61.4% | $137,256-80.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 88.42% | 353.14%-264.7pp | 292.57%-204.1pp | 220.34%-131.9pp |
| Employer contribution / active EE | $2,794 | $2,788+0.2% | $2,649+5.5% | $4,156-32.8% |
| Participant deferral / active EE | $3,125 | $4,410-29.1% | $4,123-24.2% | $6,407-51.2% |
| Admin fee / account holder | $1,155 | $5,336-78.4% | $5,150-77.6% | $12,270-90.6% |