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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 | $67,647 | $96,678-30.0% | $86,640-21.9% | $139,466-51.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.10% | 106.69%-90.6pp | 592.52%-576.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,457 | $3,265-55.4% | $3,024-51.8% | $4,754-69.3% |
| Participant deferral / active EE | $5,501 | $4,837+13.7% | $4,438+23.9% | $6,712-18.0% |
| Admin fee / account holder | $5,416 | $6,410-15.5% | $5,616-3.6% | $11,409-52.5% |