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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 | $75,084 | $106,008-29.2% | $92,240-18.6% | $147,586-49.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 21.54% | 50.05%-28.5pp | 176.29%-154.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $4,680 | $4,333+8.0% | $3,680+27.2% | $4,876-4.0% |
| Participant deferral / active EE | $7,575 | $4,478+69.1% | $3,897+94.4% | $5,439+39.3% |
| Admin fee / account holder | $2,353 | $6,333-62.8% | $5,194-54.7% | $10,886-78.4% |