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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 | $55,745 | $176,077-68.3% | $159,455-65.0% | $167,518-66.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.19% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $2,308 | $5,298-56.4% | $4,830-52.2% | $4,838-52.3% |
| Participant deferral / active EE | $7,488 | $7,751-3.4% | $7,353+1.8% | $6,342+18.1% |
| Admin fee / account holder | $5,570 | $12,556-55.6% | $10,800-48.4% | $12,312-54.8% |