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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 | $44,521 | $106,008-58.0% | $92,240-51.7% | $147,586-69.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 13.42% | 50.05%-36.6pp | 176.29%-162.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,388 | $4,333-68.0% | $3,680-62.3% | $4,876-71.5% |
| Participant deferral / active EE | $2,339 | $4,478-47.8% | $3,897-40.0% | $5,439-57.0% |
| Admin fee / account holder | $1,998 | $6,333-68.5% | $5,194-61.5% | $10,886-81.6% |