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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 | $24,896 | $90,530-72.5% | $76,030-67.3% | $145,897-82.9% |
| Participation rate | 47.8% | 74.4%-26.6pp | 69.1%-21.2pp | 80.3%-32.5pp |
| Annual return | 10.93% | 625.08%-614.2pp | 361.54%-350.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,258 | $3,319-62.1% | $2,688-53.2% | $4,663-73.0% |
| Participant deferral / active EE | $2,030 | $5,164-60.7% | $4,257-52.3% | $6,689-69.7% |
| Admin fee / account holder | $2,434 | $8,383-71.0% | $6,421-62.1% | $13,390-81.8% |