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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 | $35,398 | $57,330-38.3% | $86,656-59.2% | $75,177-52.9% |
| Participation rate | 54.5% | 63.2%-8.6pp | 71.7%-17.2pp | 67.2%-12.7pp |
| Annual return | 15.73% | 2675.40%-2659.7pp | 593.09%-577.4pp | 160.75%-145.0pp |
| Employer contribution / active EE | $809 | $2,316-65.1% | $3,025-73.3% | $2,671-69.7% |
| Participant deferral / active EE | $1,217 | $3,320-63.3% | $4,439-72.6% | $4,126-70.5% |
| Admin fee / account holder | $3,583 | $4,115-12.9% | $5,619-36.2% | $5,651-36.6% |