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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 | $150,435-87.0% | $120,580-83.8% | $145,897-86.6% |
| Participation rate | 55.6% | 78.8%-23.3pp | 72.0%-16.4pp | 80.3%-24.8pp |
| Annual return | 49.47% | 154.60%-105.1pp | 107.48%-58.0pp | 552.29%-502.8pp |
| Employer contribution / active EE | $2,475 | $4,352-43.1% | $3,469-28.6% | $4,663-46.9% |
| Participant deferral / active EE | $3,304 | $6,174-46.5% | $4,995-33.9% | $6,689-50.6% |
| Admin fee / account holder | $3,763 | $12,182-69.1% | $9,418-60.0% | $13,390-71.9% |