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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 | $45,938 | $49,199-6.6% | $121,204-62.1% | $75,173-38.9% |
| Participation rate | 57.7% | 55.4%+2.3pp | 69.5%-11.8pp | 67.2%-9.5pp |
| Annual return | 18.05% | 56.04%-38.0pp | 987.18%-969.1pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,896 | $1,547+22.6% | $4,170-54.5% | $2,671-29.0% |
| Participant deferral / active EE | $4,815 | $2,630+83.1% | $4,083+17.9% | $4,126+16.7% |
| Admin fee / account holder | $9,997 | $3,946+153.3% | $5,651+76.9% | $5,651+76.9% |