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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 | $55,104 | $57,330-3.9% | $86,656-36.4% | $75,177-26.7% |
| Participation rate | 51.4% | 63.2%-11.8pp | 71.7%-20.3pp | 67.2%-15.8pp |
| Annual return | 15.45% | 2675.40%-2659.9pp | 593.09%-577.6pp | 160.75%-145.3pp |
| Employer contribution / active EE | $1,461 | $2,316-36.9% | $3,025-51.7% | $2,671-45.3% |
| Participant deferral / active EE | $2,758 | $3,320-16.9% | $4,439-37.9% | $4,126-33.2% |
| Admin fee / account holder | $7,549 | $4,115+83.5% | $5,619+34.4% | $5,651+33.6% |