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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 | $40,487 | $154,754-73.8% | $124,206-67.4% | $138,895-70.9% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.6%-10.5pp | 79.9%-20.8pp |
| Annual return | 21.34% | 709.28%-687.9pp | 515.27%-493.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,811 | $4,446-36.8% | $3,540-20.6% | $4,194-33.0% |
| Participant deferral / active EE | $3,798 | $4,621-17.8% | $3,968-4.3% | $6,396-40.6% |
| Admin fee / account holder | $768 | $6,690-88.5% | $5,929-87.0% | $12,562-93.9% |