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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 | $47,069 | $106,003-55.6% | $92,236-49.0% | $147,585-68.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 17.01% | 50.05%-33.0pp | 176.29%-159.3pp | 578.57%-561.6pp |
| Employer contribution / active EE | $2,721 | $4,333-37.2% | $3,679-26.0% | $4,876-44.2% |
| Participant deferral / active EE | $4,870 | $4,478+8.7% | $3,897+25.0% | $5,439-10.5% |
| Admin fee / account holder | $2,154 | $6,333-66.0% | $5,194-58.5% | $10,885-80.2% |