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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 | $60,611 | $114,073-46.9% | $96,161-37.0% | $167,518-63.8% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 14.58% | 189.95%-175.4pp | 192.01%-177.4pp | 478.71%-464.1pp |
| Employer contribution / active EE | $2,642 | $3,428-22.9% | $2,798-5.6% | $4,838-45.4% |
| Participant deferral / active EE | $5,171 | $5,195-0.5% | $4,349+18.9% | $6,342-18.5% |
| Admin fee / account holder | $6,601 | $6,899-4.3% | $5,538+19.2% | $12,312-46.4% |