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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 | $50,137 | $57,305-12.5% | $86,640-42.1% | $75,173-33.3% |
| Participation rate | 45.9% | 63.2%-17.3pp | 71.7%-25.8pp | 67.2%-21.3pp |
| Annual return | 14.76% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $432 | $2,316-81.4% | $3,024-85.7% | $2,671-83.8% |
| Participant deferral / active EE | $1,808 | $3,320-45.5% | $4,438-59.3% | $4,126-56.2% |
| Admin fee / account holder | $1,010 | $4,116-75.5% | $5,616-82.0% | $5,651-82.1% |