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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 | $43,846 | $160,070-72.6% | $147,117-70.2% | $145,897-69.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.66% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,273 | $5,285-57.0% | $4,932-53.9% | $4,663-51.3% |
| Participant deferral / active EE | $8,166 | $8,419-3.0% | $8,065+1.3% | $6,689+22.1% |
| Admin fee / account holder | $3,234 | $15,035-78.5% | $12,993-75.1% | $13,390-75.8% |