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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 | $69,670 | $176,120-60.4% | $159,487-56.3% | $167,553-58.4% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 18.33% | 331.95%-313.6pp | 263.71%-245.4pp | 478.89%-460.6pp |
| Employer contribution / active EE | $4,350 | $5,299-17.9% | $4,831-10.0% | $4,840-10.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $745 | $12,561-94.1% | $10,804-93.1% | $12,316-94.0% |