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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 | $44,152 | $226,135-80.5% | $182,558-75.8% | $152,909-71.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 76.87% | 192.60%-115.7pp | 148.59%-71.7pp | 345.46%-268.6pp |
| Employer contribution / active EE | $3,222 | $4,979-35.3% | $4,076-20.9% | $4,764-32.4% |
| Participant deferral / active EE | $5,955 | $6,371-6.5% | $5,526+7.8% | $5,851+1.8% |
| Admin fee / account holder | $476 | $10,707-95.6% | $8,594-94.5% | $11,601-95.9% |