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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 | $149,040-72.8% | $120,225-66.3% | $137,256-70.5% |
| Participation rate | 59.1% | 75.4%-16.3pp | 69.6%-10.5pp | 80.0%-20.9pp |
| Annual return | 21.34% | 605.68%-584.3pp | 439.23%-417.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,811 | $4,350-35.4% | $3,475-19.1% | $4,156-32.4% |
| Participant deferral / active EE | $3,798 | $4,655-18.4% | $3,999-5.0% | $6,407-40.7% |
| Admin fee / account holder | $768 | $6,348-87.9% | $5,696-86.5% | $12,270-93.7% |