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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 | $75,005 | $180,749-58.5% | $160,784-53.4% | $137,256-45.4% |
| Participation rate | 36.4% | 80.0%-43.6pp | 77.0%-40.6pp | 80.0%-43.6pp |
| Annual return | 22.91% | 2234.46%-2211.6pp | 1803.92%-1781.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,186 | $4,155-47.4% | $3,733-41.4% | $4,156-47.4% |
| Participant deferral / active EE | $4,262 | $6,844-37.7% | $6,293-32.3% | $6,407-33.5% |
| Admin fee / account holder | $419 | $10,397-96.0% | $9,717-95.7% | $12,270-96.6% |