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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 | $49,490 | $84,713-41.6% | $75,717-34.6% | $167,518-70.5% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.8%-29.4pp | 82.1%-36.7pp |
| Annual return | 35.55% | 199.49%-163.9pp | 104.58%-69.0pp | 478.71%-443.2pp |
| Employer contribution / active EE | $1,348 | $3,229-58.3% | $2,743-50.9% | $4,838-72.1% |
| Participant deferral / active EE | $3,946 | $4,578-13.8% | $3,821+3.3% | $6,342-37.8% |
| Admin fee / account holder | $2,126 | $5,357-60.3% | $3,619-41.2% | $12,312-82.7% |