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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 | $82,331 | $150,435-45.3% | $120,580-31.7% | $145,897-43.6% |
| Participation rate | 68.2% | 78.8%-10.6pp | 72.0%-3.8pp | 80.3%-12.1pp |
| Annual return | 9.62% | 154.60%-145.0pp | 107.48%-97.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,227 | $4,352-48.8% | $3,469-35.8% | $4,663-52.2% |
| Participant deferral / active EE | $3,592 | $6,174-41.8% | $4,995-28.1% | $6,689-46.3% |
| Admin fee / account holder | $27,078 | $12,182+122.3% | $9,418+187.5% | $13,390+102.2% |