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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 | $77,204 | $175,257-55.9% | $149,717-48.4% | $139,456-44.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 34.80% | 166.70%-131.9pp | 134.41%-99.6pp | 373.45%-338.7pp |
| Employer contribution / active EE | $2,550 | $5,477-53.4% | $4,820-47.1% | $4,753-46.3% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,711+67.6% |
| Admin fee / account holder | $494 | $16,156-96.9% | $13,213-96.3% | $11,407-95.7% |