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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 | $85,339 | $88,754-3.8% | $81,820+4.3% | $145,877-41.5% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 16.49% | 1031.77%-1015.3pp | 777.93%-761.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,097 | $3,085-32.0% | $2,915-28.1% | $4,663-55.0% |
| Participant deferral / active EE | $9,857 | $4,648+112.1% | $4,323+128.0% | $6,691+47.3% |
| Admin fee / account holder | $758 | $8,424-91.0% | $7,391-89.7% | $13,402-94.3% |