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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 | $26,536 | $96,691-72.6% | $86,656-69.4% | $139,487-81.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 33.80% | 106.87%-73.1pp | 593.09%-559.3pp | 373.84%-340.0pp |
| Employer contribution / active EE | $342 | $3,267-89.5% | $3,025-88.7% | $4,755-92.8% |
| Participant deferral / active EE | $7,808 | $4,838+61.4% | $4,439+75.9% | $6,713+16.3% |
| Admin fee / account holder | $720 | $6,414-88.8% | $5,619-87.2% | $11,407-93.7% |