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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 | $88,702-3.8% | $81,780+4.4% | $145,978-41.5% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 16.49% | 1029.12%-1012.6pp | 776.27%-759.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,097 | $3,084-32.0% | $2,914-28.0% | $4,662-55.0% |
| Participant deferral / active EE | $9,857 | $4,645+112.2% | $4,321+128.1% | $6,690+47.4% |
| Admin fee / account holder | $758 | $8,414-91.0% | $7,384-89.7% | $13,400-94.3% |