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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 | $49,703 | $106,008-53.1% | $92,240-46.1% | $147,586-66.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 11.71% | 50.05%-38.3pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,112 | $4,333-74.3% | $3,680-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $1,315 | $4,478-70.6% | $3,897-66.3% | $5,439-75.8% |
| Admin fee / account holder | $404 | $6,333-93.6% | $5,194-92.2% | $10,886-96.3% |