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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 | $112,886 | $154,754-27.1% | $124,206-9.1% | $138,895-18.7% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.6%-15.0pp | 79.9%-25.4pp |
| Annual return | 18.06% | 709.28%-691.2pp | 515.27%-497.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $4,813 | $4,446+8.3% | $3,540+36.0% | $4,194+14.8% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $982 | $6,690-85.3% | $5,929-83.4% | $12,562-92.2% |