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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 | $44,631 | $114,073-60.9% | $96,161-53.6% | $167,518-73.4% |
| Participation rate | 23.1% | 75.1%-52.0pp | 68.4%-45.4pp | 82.1%-59.0pp |
| Annual return | 17.68% | 189.95%-172.3pp | 192.01%-174.3pp | 478.71%-461.0pp |
| Employer contribution / active EE | $600 | $3,428-82.5% | $2,798-78.6% | $4,838-87.6% |
| Participant deferral / active EE | $3,124 | $5,195-39.9% | $4,349-28.2% | $6,342-50.7% |
| Admin fee / account holder | $509 | $6,899-92.6% | $5,538-90.8% | $12,312-95.9% |