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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 | $19,484 | $150,346-87.0% | $120,524-83.8% | $145,877-86.6% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 49.47% | 154.40%-104.9pp | 107.36%-57.9pp | 551.28%-501.8pp |
| Employer contribution / active EE | $2,475 | $4,353-43.1% | $3,469-28.6% | $4,663-46.9% |
| Participant deferral / active EE | $3,304 | $6,172-46.5% | $4,994-33.8% | $6,691-50.6% |
| Admin fee / account holder | $3,763 | $12,215-69.2% | $9,440-60.1% | $13,402-71.9% |