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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 | $103,284 | $106,008-2.6% | $92,240+12.0% | $147,586-30.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 14.26% | 50.05%-35.8pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,496 | $4,333-65.5% | $3,680-59.3% | $4,876-69.3% |
| Participant deferral / active EE | $2,956 | $4,478-34.0% | $3,897-24.1% | $5,439-45.6% |
| Admin fee / account holder | $911 | $6,333-85.6% | $5,194-82.5% | $10,886-91.6% |