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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 | $60,159 | $114,130-47.3% | $96,192-37.5% | $167,553-64.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 9.46% | 190.07%-180.6pp | 192.09%-182.6pp | 478.89%-469.4pp |
| Employer contribution / active EE | $1,417 | $3,431-58.7% | $2,799-49.4% | $4,840-70.7% |
| Participant deferral / active EE | $7,680 | $5,198+47.7% | $4,351+76.5% | $6,343+21.1% |
| Admin fee / account holder | $940 | $6,901-86.4% | $5,539-83.0% | $12,316-92.4% |