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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 | $62,910 | $106,008-40.7% | $92,240-31.8% | $147,586-57.4% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 16.57% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,099 | $4,333-51.6% | $3,680-43.0% | $4,876-57.0% |
| Participant deferral / active EE | $5,142 | $4,478+14.8% | $3,897+32.0% | $5,439-5.4% |
| Admin fee / account holder | $2,161 | $6,333-65.9% | $5,194-58.4% | $10,886-80.1% |