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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 | $40,418 | $99,011-59.2% | $86,582-53.3% | $147,586-72.6% |
| Participation rate | 64.7% | 76.3%-11.6pp | 73.5%-8.8pp | 82.8%-18.1pp |
| Annual return | 12.63% | 1312.75%-1300.1pp | 965.08%-952.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,469 | $3,132-53.1% | $2,839-48.3% | $4,876-69.9% |
| Participant deferral / active EE | $3,134 | $3,972-21.1% | $3,609-13.2% | $5,439-42.4% |
| Admin fee / account holder | $12,331 | $5,709+116.0% | $4,904+151.4% | $10,886+13.3% |