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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 | $44,988 | $111,878-59.8% | $93,727-52.0% | $145,897-69.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.91% | 204.28%-193.4pp | 133.83%-122.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $12,289 | $3,092+297.4% | $2,421+407.5% | $4,663+163.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $460 | $10,256-95.5% | $8,292-94.5% | $13,390-96.6% |