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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 | $63,732 | $99,011-35.6% | $86,582-26.4% | $147,586-56.8% |
| Participation rate | 27.8% | 76.3%-48.6pp | 73.5%-45.8pp | 82.8%-55.1pp |
| Annual return | 17.73% | 1312.75%-1295.0pp | 965.08%-947.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $526 | $3,132-83.2% | $2,839-81.5% | $4,876-89.2% |
| Participant deferral / active EE | $891 | $3,972-77.6% | $3,609-75.3% | $5,439-83.6% |
| Admin fee / account holder | $9,872 | $5,709+72.9% | $4,904+101.3% | $10,886-9.3% |