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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 | $63,183 | $106,008-40.4% | $92,240-31.5% | $147,586-57.2% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 16.91% | 50.05%-33.1pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,139 | $4,333-73.7% | $3,680-69.1% | $4,876-76.7% |
| Participant deferral / active EE | $1,988 | $4,478-55.6% | $3,897-49.0% | $5,439-63.5% |
| Admin fee / account holder | $2,265 | $6,333-64.2% | $5,194-56.4% | $10,886-79.2% |