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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 | $66,116 | $183,516-64.0% | $155,534-57.5% | $145,884-54.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.87% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,721 | $5,315-48.8% | $4,675-41.8% | $4,662-41.6% |
| Participant deferral / active EE | $4,858 | $6,467-24.9% | $5,630-13.7% | $6,690-27.4% |
| Admin fee / account holder | $8,688 | $19,293-55.0% | $15,900-45.4% | $13,392-35.1% |