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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 | $27,898 | $234,190-88.1% | $180,320-84.5% | $198,609-86.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 4.34% | 1057.44%-1053.1pp | 778.54%-774.2pp | 202.70%-198.4pp |
| Employer contribution / active EE | $2,342 | $5,258-55.5% | $4,108-43.0% | $5,055-53.7% |
| Participant deferral / active EE | $8,032 | $4,988+61.0% | $4,304+86.6% | $6,977+15.1% |
| Admin fee / account holder | $23,027 | $12,558+83.4% | $10,000+130.3% | $19,030+21.0% |