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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 | $52,435 | $88,778-40.9% | $81,844-35.9% | $145,884-64.1% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 12.84% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,610 | $3,087-47.8% | $2,916-44.8% | $4,662-65.5% |
| Participant deferral / active EE | $5,424 | $4,648+16.7% | $4,323+25.5% | $6,690-18.9% |
| Admin fee / account holder | $1,121 | $8,430-86.7% | $7,355-84.8% | $13,392-91.6% |