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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 | $52,155 | $144,130-63.8% | $117,861-55.7% | $147,586-64.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 12.62% | 531.20%-518.6pp | 335.11%-322.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,178 | $4,897-55.5% | $3,786-42.5% | $4,876-55.3% |
| Participant deferral / active EE | $2,184 | $5,316-58.9% | $4,482-51.3% | $5,439-59.8% |
| Admin fee / account holder | $533 | $10,887-95.1% | $8,021-93.4% | $10,886-95.1% |