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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 | $34,642 | $106,008-67.3% | $92,240-62.4% | $147,586-76.5% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 9.87% | 50.05%-40.2pp | 176.29%-166.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $2,101 | $4,333-51.5% | $3,680-42.9% | $4,876-56.9% |
| Participant deferral / active EE | $5,032 | $4,478+12.4% | $3,897+29.1% | $5,439-7.5% |
| Admin fee / account holder | $3,710 | $6,333-41.4% | $5,194-28.6% | $10,886-65.9% |