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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 | $84,615 | $106,008-20.2% | $92,240-8.3% | $147,586-42.7% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 21.04% | 50.05%-29.0pp | 176.29%-155.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,681 | $4,333-61.2% | $3,680-54.3% | $4,876-65.5% |
| Participant deferral / active EE | $9,242 | $4,478+106.4% | $3,897+137.2% | $5,439+69.9% |
| Admin fee / account holder | $487 | $6,333-92.3% | $5,194-90.6% | $10,886-95.5% |