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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 | $38,770 | $106,005-63.4% | $92,239-58.0% | $147,585-73.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 22.77% | 50.05%-27.3pp | 176.29%-153.5pp | 578.58%-555.8pp |
| Employer contribution / active EE | $1,117 | $4,333-74.2% | $3,680-69.6% | $4,876-77.1% |
| Participant deferral / active EE | $6,184 | $4,478+38.1% | $3,897+58.7% | $5,439+13.7% |
| Admin fee / account holder | $358 | $6,333-94.4% | $5,194-93.1% | $10,886-96.7% |