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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 | $38,065 | $73,518-48.2% | $63,005-39.6% | $147,585-74.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 16.90% | 175.46%-158.6pp | 87.59%-70.7pp | 578.58%-561.7pp |
| Employer contribution / active EE | $639 | $3,322-80.8% | $2,760-76.8% | $4,876-86.9% |
| Participant deferral / active EE | $9,400 | $4,183+124.7% | $3,329+182.3% | $5,439+72.8% |
| Admin fee / account holder | $11,251 | $5,952+89.0% | $3,599+212.6% | $10,886+3.4% |