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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 | $52,370 | $102,663-49.0% | $86,216-39.3% | $139,466-62.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 41.38% | 1924.52%-1883.1pp | 1169.42%-1128.0pp | 373.66%-332.3pp |
| Employer contribution / active EE | $586 | $3,035-80.7% | $2,382-75.4% | $4,754-87.7% |
| Participant deferral / active EE | $4,251 | $4,677-9.1% | $3,986+6.6% | $6,712-36.7% |
| Admin fee / account holder | $963 | $8,663-88.9% | $6,853-85.9% | $11,409-91.6% |