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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 | $38,782 | $106,008-63.4% | $92,240-58.0% | $147,586-73.7% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 21.16% | 50.05%-28.9pp | 176.29%-155.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,223 | $4,333-71.8% | $3,680-66.8% | $4,876-74.9% |
| Participant deferral / active EE | $3,022 | $4,478-32.5% | $3,897-22.4% | $5,439-44.4% |
| Admin fee / account holder | $2,929 | $6,333-53.8% | $5,194-43.6% | $10,886-73.1% |