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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 | $52,539 | $107,363-51.1% | $92,909-43.5% | $152,897-65.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 20.31% | 145.63%-125.3pp | 109.44%-89.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $8,991 | $4,222+113.0% | $3,653+146.1% | $4,764+88.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30,665 | $7,082+333.0% | $5,795+429.2% | $11,599+164.4% |