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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 | $73,001 | $176,077-58.5% | $159,455-54.2% | $167,518-56.4% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 11.44% | 331.83%-320.4pp | 263.63%-252.2pp | 478.71%-467.3pp |
| Employer contribution / active EE | $3,048 | $5,298-42.5% | $4,830-36.9% | $4,838-37.0% |
| Participant deferral / active EE | $7,800 | $7,751+0.6% | $7,353+6.1% | $6,342+23.0% |
| Admin fee / account holder | $388 | $12,556-96.9% | $10,800-96.4% | $12,312-96.8% |