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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 | $77,487 | $160,070-51.6% | $147,117-47.3% | $145,897-46.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.60% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,923 | $5,285-44.7% | $4,932-40.7% | $4,663-37.3% |
| Participant deferral / active EE | $5,429 | $8,419-35.5% | $8,065-32.7% | $6,689-18.8% |
| Admin fee / account holder | $24,142 | $15,035+60.6% | $12,993+85.8% | $13,390+80.3% |