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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 | $162,529-78.3% | $130,788-73.0% | $154,746-77.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 20.82% | 510.48%-489.7pp | 386.44%-365.6pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,246 | $4,447-72.0% | $3,558-65.0% | $4,379-71.6% |
| Participant deferral / active EE | $4,453 | $4,808-7.4% | $4,137+7.6% | $6,730-33.8% |
| Admin fee / account holder | $664 | $7,669-91.3% | $6,673-90.0% | $14,365-95.4% |