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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 | $41,259 | $72,465-43.1% | $67,575-38.9% | $145,884-71.7% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.4pp | 80.3%-24.7pp |
| Annual return | 25.52% | 7222.56%-7197.0pp | 3528.98%-3503.5pp | 551.85%-526.3pp |
| Employer contribution / active EE | $1,173 | $3,074-61.8% | $2,736-57.1% | $4,662-74.8% |
| Participant deferral / active EE | $3,986 | $4,786-16.7% | $4,003-0.4% | $6,690-40.4% |
| Admin fee / account holder | $25,854 | $5,515+368.8% | $3,993+547.5% | $13,392+93.1% |