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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 | $60,237 | $96,678-37.7% | $86,640-30.5% | $139,466-56.8% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 51.77% | 106.69%-54.9pp | 592.52%-540.8pp | 373.66%-321.9pp |
| Employer contribution / active EE | $1,224 | $3,265-62.5% | $3,024-59.5% | $4,754-74.3% |
| Participant deferral / active EE | $5,584 | $4,837+15.4% | $4,438+25.8% | $6,712-16.8% |
| Admin fee / account holder | $6,826 | $6,410+6.5% | $5,616+21.6% | $11,409-40.2% |