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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 | $44,076 | $73,518-40.0% | $63,003-30.0% | $147,585-70.1% |
| Participation rate | 60.9% | 77.9%-17.0pp | 74.8%-13.9pp | 82.8%-22.0pp |
| Annual return | 13.72% | 175.46%-161.7pp | 87.59%-73.9pp | 578.57%-564.8pp |
| Employer contribution / active EE | $1,883 | $3,322-43.3% | $2,760-31.8% | $4,876-61.4% |
| Participant deferral / active EE | $1,039 | $4,183-75.2% | $3,329-68.8% | $5,439-80.9% |
| Admin fee / account holder | $769 | $5,952-87.1% | $3,600-78.6% | $10,885-92.9% |