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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 | $39,630 | $106,001-62.6% | $92,235-57.0% | $147,585-73.1% |
| Participation rate | 20.0% | 80.4%-60.4pp | 76.5%-56.5pp | 82.8%-62.8pp |
| Annual return | 17.08% | 50.05%-33.0pp | 176.28%-159.2pp | 578.56%-561.5pp |
| Employer contribution / active EE | $1,184 | $4,333-72.7% | $3,679-67.8% | $4,876-75.7% |
| Participant deferral / active EE | $4,300 | $4,478-4.0% | $3,897+10.3% | $5,439-20.9% |
| Admin fee / account holder | $476 | $6,332-92.5% | $5,194-90.8% | $10,885-95.6% |