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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 | $150,207-87.0% | $120,380-83.8% | $145,978-86.7% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 49.47% | 154.28%-104.8pp | 107.28%-57.8pp | 550.52%-501.0pp |
| Employer contribution / active EE | $2,475 | $4,351-43.1% | $3,465-28.6% | $4,662-46.9% |
| Participant deferral / active EE | $3,304 | $6,175-46.5% | $4,992-33.8% | $6,690-50.6% |
| Admin fee / account holder | $3,763 | $12,203-69.2% | $9,421-60.1% | $13,400-71.9% |