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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 | $86,836 | $106,008-18.1% | $92,240-5.9% | $147,586-41.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,277 | $4,333-47.5% | $3,680-38.1% | $4,876-53.3% |
| Participant deferral / active EE | $2,752 | $4,478-38.5% | $3,897-29.4% | $5,439-49.4% |
| Admin fee / account holder | $4,658 | $6,333-26.5% | $5,194-10.3% | $10,886-57.2% |