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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 | $43,491 | $106,008-59.0% | $92,240-52.8% | $147,586-70.5% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 20.56% | 50.05%-29.5pp | 176.29%-155.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,739 | $4,333-59.9% | $3,680-52.7% | $4,876-64.3% |
| Participant deferral / active EE | $4,219 | $4,478-5.8% | $3,897+8.3% | $5,439-22.4% |
| Admin fee / account holder | $1,099 | $6,333-82.6% | $5,194-78.8% | $10,886-89.9% |