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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 | $53,747 | $111,785-51.9% | $93,669-42.6% | $145,877-63.2% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 20.39% | 203.79%-183.4pp | 133.59%-113.2pp | 551.28%-530.9pp |
| Employer contribution / active EE | $2,050 | $3,096-33.8% | $2,424-15.4% | $4,663-56.0% |
| Participant deferral / active EE | $4,630 | $4,919-5.9% | $4,416+4.9% | $6,691-30.8% |
| Admin fee / account holder | $531 | $10,256-94.8% | $8,291-93.6% | $13,402-96.0% |