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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 | $57,068 | $96,691-41.0% | $86,656-34.1% | $139,487-59.1% |
| Participation rate | 63.2% | 74.4%-11.3pp | 71.7%-8.5pp | 80.3%-17.2pp |
| Annual return | 11.57% | 106.87%-95.3pp | 593.09%-581.5pp | 373.84%-362.3pp |
| Employer contribution / active EE | $1,436 | $3,267-56.1% | $3,025-52.5% | $4,755-69.8% |
| Participant deferral / active EE | $2,456 | $4,838-49.2% | $4,439-44.7% | $6,713-63.4% |
| Admin fee / account holder | $12,144 | $6,414+89.3% | $5,619+116.1% | $11,407+6.5% |