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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 | $51,861 | $88,710-41.5% | $81,783-36.6% | $145,959-64.5% |
| Participation rate | 38.9% | 75.0%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 21.90% | 1027.26%-1005.4pp | 775.05%-753.1pp | 561.95%-540.0pp |
| Employer contribution / active EE | $8,081 | $3,083+162.1% | $2,913+177.4% | $4,661+73.4% |
| Participant deferral / active EE | $3,992 | $4,645-14.1% | $4,320-7.6% | $6,689-40.3% |
| Admin fee / account holder | $5,946 | $8,407-29.3% | $7,380-19.4% | $13,398-55.6% |