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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 | $53,205 | $160,070-66.8% | $147,117-63.8% | $145,897-63.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.38% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,099 | $5,285-60.3% | $4,932-57.4% | $4,663-55.0% |
| Participant deferral / active EE | $6,297 | $8,419-25.2% | $8,065-21.9% | $6,689-5.9% |
| Admin fee / account holder | $664 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |