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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 | $42,962 | $57,305-25.0% | $86,640-50.4% | $75,173-42.8% |
| Participation rate | 29.4% | 63.2%-33.8pp | 71.7%-42.3pp | 67.2%-37.8pp |
| Annual return | 70.69% | 2674.24%-2603.5pp | 592.52%-521.8pp | 160.72%-90.0pp |
| Employer contribution / active EE | $810 | $2,316-65.0% | $3,024-73.2% | $2,671-69.7% |
| Participant deferral / active EE | $1,919 | $3,320-42.2% | $4,438-56.8% | $4,126-53.5% |
| Admin fee / account holder | $384 | $4,116-90.7% | $5,616-93.2% | $5,651-93.2% |