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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 | $88,778-41.6% | $81,844-36.6% | $145,884-64.5% |
| Participation rate | 38.9% | 75.1%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 21.90% | 1033.03%-1011.1pp | 778.87%-757.0pp | 551.85%-529.9pp |
| Employer contribution / active EE | $8,081 | $3,087+161.8% | $2,916+177.1% | $4,662+73.3% |
| Participant deferral / active EE | $3,992 | $4,648-14.1% | $4,323-7.7% | $6,690-40.3% |
| Admin fee / account holder | $5,946 | $8,430-29.5% | $7,355-19.2% | $13,392-55.6% |