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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 | $34,444 | $148,582-76.8% | $135,942-74.7% | $139,456-75.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.37% | 79.26%-53.9pp | 68.28%-42.9pp | 373.45%-348.1pp |
| Employer contribution / active EE | $2,581 | $5,245-50.8% | $4,858-46.9% | $4,753-45.7% |
| Participant deferral / active EE | $5,168 | $8,101-36.2% | $7,759-33.4% | $6,711-23.0% |
| Admin fee / account holder | $2,333 | $12,402-81.2% | $10,764-78.3% | $11,407-79.5% |