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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 | $46,530 | $149,040-68.8% | $120,225-61.3% | $137,256-66.1% |
| Participation rate | 15.0% | 75.4%-60.4pp | 69.6%-54.6pp | 80.0%-65.0pp |
| Annual return | 14.06% | 605.68%-591.6pp | 439.23%-425.2pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,671 | $4,350-61.6% | $3,475-51.9% | $4,156-59.8% |
| Participant deferral / active EE | $4,310 | $4,655-7.4% | $3,999+7.8% | $6,407-32.7% |
| Admin fee / account holder | $1,094 | $6,348-82.8% | $5,696-80.8% | $12,270-91.1% |