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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 | $76,139 | $157,296-51.6% | $141,191-46.1% | $152,897-50.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 25.79% | 64.34%-38.6pp | 71.41%-45.6pp | 345.43%-319.6pp |
| Employer contribution / active EE | $2,128 | $5,262-59.6% | $4,736-55.1% | $4,764-55.3% |
| Participant deferral / active EE | $4,972 | $7,111-30.1% | $6,710-25.9% | $5,851-15.0% |
| Admin fee / account holder | $493 | $12,125-95.9% | $10,264-95.2% | $11,599-95.7% |