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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 | $63,009 | $106,905-41.1% | $84,020-25.0% | $152,885-58.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 40.25% | 105.00%-64.7pp | 71.31%-31.1pp | 345.39%-305.1pp |
| Employer contribution / active EE | $2,085 | $2,735-23.8% | $1,984+5.1% | $4,763-56.2% |
| Participant deferral / active EE | $12,500 | $4,012+211.6% | $3,239+285.9% | $5,851+113.6% |
| Admin fee / account holder | $342 | $8,287-95.9% | $6,101-94.4% | $11,598-97.1% |