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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 | $78,823 | $102,595-23.2% | $94,057-16.2% | $154,746-49.1% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 12.94% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $739 | $3,147-76.5% | $2,933-74.8% | $4,379-83.1% |
| Participant deferral / active EE | $2,179 | $5,118-57.4% | $4,709-53.7% | $6,730-67.6% |
| Admin fee / account holder | $66,965 | $7,736+765.6% | $7,244+824.4% | $14,365+366.2% |