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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 | $84,980 | $175,231-51.5% | $149,696-43.2% | $139,466-39.1% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 38.85% | 166.77%-127.9pp | 134.46%-95.6pp | 373.66%-334.8pp |
| Employer contribution / active EE | $1,789 | $5,478-67.3% | $4,821-62.9% | $4,754-62.4% |
| Participant deferral / active EE | $3,385 | $6,521-48.1% | $5,682-40.4% | $6,712-49.6% |
| Admin fee / account holder | $525 | $16,155-96.8% | $13,212-96.0% | $11,409-95.4% |