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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 | $52,535 | $90,617-42.0% | $79,476-33.9% | $135,382-61.2% |
| Participation rate | 69.2% | 76.1%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | 7.02% | 977.57%-970.5pp | 718.21%-711.2pp | 519.77%-512.7pp |
| Employer contribution / active EE | $2,360 | $3,068-23.1% | $2,800-15.7% | $4,779-50.6% |
| Participant deferral / active EE | $672 | $4,050-83.4% | $3,704-81.9% | $5,609-88.0% |
| Admin fee / account holder | $47,795 | $5,907+709.1% | $5,113+834.7% | $10,829+341.4% |