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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 | $120,385 | $175,231-31.3% | $149,696-19.6% | $139,466-13.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.89% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,708 | $5,478-68.8% | $4,821-64.6% | $4,754-64.1% |
| Participant deferral / active EE | $4,822 | $6,521-26.1% | $5,682-15.1% | $6,712-28.2% |
| Admin fee / account holder | $753 | $16,155-95.3% | $13,212-94.3% | $11,409-93.4% |