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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 | $70,366-62.5% | $66,674-60.5% | $138,895-81.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 88.42% | 386.41%-298.0pp | 321.24%-232.8pp | 145.39%-57.0pp |
| Employer contribution / active EE | $2,794 | $2,765+1.0% | $2,620+6.6% | $4,194-33.4% |
| Participant deferral / active EE | $3,125 | $4,374-28.6% | $4,084-23.5% | $6,396-51.1% |
| Admin fee / account holder | $1,155 | $5,262-78.1% | $5,098-77.3% | $12,562-90.8% |