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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 | $88,710-3.8% | $81,783+4.3% | $145,959-41.5% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 16.49% | 1027.26%-1010.8pp | 775.05%-758.6pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,097 | $3,083-32.0% | $2,913-28.0% | $4,661-55.0% |
| Participant deferral / active EE | $9,857 | $4,645+112.2% | $4,320+128.2% | $6,689+47.4% |
| Admin fee / account holder | $758 | $8,407-91.0% | $7,380-89.7% | $13,398-94.3% |