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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 | $35,287 | $167,030-78.9% | $135,768-74.0% | $155,188-77.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 20.82% | 678.39%-657.6pp | 526.10%-505.3pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,246 | $4,132-69.9% | $3,394-63.3% | $4,248-70.7% |
| Participant deferral / active EE | $4,453 | $4,528-1.6% | $3,977+12.0% | $6,531-31.8% |
| Admin fee / account holder | $664 | $8,172-91.9% | $7,048-90.6% | $14,480-95.4% |