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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 | $48,075 | $102,663-53.2% | $86,216-44.2% | $139,466-65.5% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 24.52% | 1924.52%-1900.0pp | 1169.42%-1144.9pp | 373.66%-349.1pp |
| Employer contribution / active EE | $2,068 | $3,035-31.9% | $2,382-13.2% | $4,754-56.5% |
| Participant deferral / active EE | $4,859 | $4,677+3.9% | $3,986+21.9% | $6,712-27.6% |
| Admin fee / account holder | $442 | $8,663-94.9% | $6,853-93.6% | $11,409-96.1% |