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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 | $26,969 | $234,190-88.5% | $180,320-85.0% | $198,609-86.4% |
| Participation rate | 53.3% | 77.1%-23.8pp | 71.5%-18.2pp | 82.4%-29.0pp |
| Annual return | 13.62% | 1057.44%-1043.8pp | 778.54%-764.9pp | 202.70%-189.1pp |
| Employer contribution / active EE | $888 | $5,258-83.1% | $4,108-78.4% | $5,055-82.4% |
| Participant deferral / active EE | $4,118 | $4,988-17.5% | $4,304-4.3% | $6,977-41.0% |
| Admin fee / account holder | $13,400 | $12,558+6.7% | $10,000+34.0% | $19,030-29.6% |