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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 | $41,089 | $88,710-53.7% | $81,783-49.8% | $145,959-71.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 28.60% | 1027.26%-998.7pp | 775.05%-746.5pp | 561.95%-533.4pp |
| Employer contribution / active EE | $1,508 | $3,083-51.1% | $2,913-48.2% | $4,661-67.7% |
| Participant deferral / active EE | $1,554 | $4,645-66.5% | $4,320-64.0% | $6,689-76.8% |
| Admin fee / account holder | $559 | $8,407-93.3% | $7,380-92.4% | $13,398-95.8% |