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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 | $95,599 | $67,823+41.0% | $52,425+82.4% | $137,256-30.3% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 19.97% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,663 | $1,163+387.0% | $914+519.5% | $4,156+36.3% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $598 | $2,844-79.0% | $2,495-76.0% | $12,270-95.1% |