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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 | $90,607-42.0% | $79,467-33.9% | $135,380-61.2% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | 7.02% | 977.74%-970.7pp | 718.30%-711.3pp | 519.81%-512.8pp |
| 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 | $5,895+710.8% | $5,104+836.4% | $10,828+341.4% |