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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 | $72,765 | $106,005-31.4% | $92,239-21.1% | $147,585-50.7% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 9.82% | 50.05%-40.2pp | 176.29%-166.5pp | 578.58%-568.8pp |
| Employer contribution / active EE | $2,002 | $4,333-53.8% | $3,680-45.6% | $4,876-58.9% |
| Participant deferral / active EE | $4,561 | $4,478+1.8% | $3,897+17.0% | $5,439-16.1% |
| Admin fee / account holder | $390 | $6,333-93.8% | $5,194-92.5% | $10,886-96.4% |