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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 | $61,764 | $88,778-30.4% | $81,844-24.5% | $145,884-57.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 44.94% | 1033.03%-988.1pp | 778.87%-733.9pp | 551.85%-506.9pp |
| Employer contribution / active EE | $2,629 | $3,087-14.9% | $2,916-9.9% | $4,662-43.6% |
| Participant deferral / active EE | $4,723 | $4,648+1.6% | $4,323+9.2% | $6,690-29.4% |
| Admin fee / account holder | $709 | $8,430-91.6% | $7,355-90.4% | $13,392-94.7% |