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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 | $48,020 | $96,691-50.3% | $86,656-44.6% | $139,487-65.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 15.41% | 106.87%-91.5pp | 593.09%-577.7pp | 373.84%-358.4pp |
| Employer contribution / active EE | $4,640 | $3,267+42.0% | $3,025+53.4% | $4,755-2.4% |
| Participant deferral / active EE | $11,880 | $4,838+145.6% | $4,439+167.6% | $6,713+77.0% |
| Admin fee / account holder | $8,529 | $6,414+33.0% | $5,619+51.8% | $11,407-25.2% |