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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 | $82,844 | $90,530-8.5% | $76,030+9.0% | $145,897-43.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.47% | 625.08%-613.6pp | 361.54%-350.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,267 | $3,319-61.8% | $2,688-52.9% | $4,663-72.8% |
| Participant deferral / active EE | $3,833 | $5,164-25.8% | $4,257-10.0% | $6,689-42.7% |
| Admin fee / account holder | $985 | $8,383-88.2% | $6,421-84.7% | $13,390-92.6% |