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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 | $47,374 | $180,466-73.7% | $154,114-69.3% | $135,382-65.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 3.90% | 888.15%-884.3pp | 735.16%-731.3pp | 519.77%-515.9pp |
| Employer contribution / active EE | $4,581 | $6,035-24.1% | $5,298-13.5% | $4,779-4.1% |
| Participant deferral / active EE | $4,581 | $5,806-21.1% | $5,081-9.8% | $5,609-18.3% |
| Admin fee / account holder | $6,000 | $16,144-62.8% | $13,411-55.3% | $10,829-44.6% |