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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 | $68,362 | $92,743-26.3% | $82,744-17.4% | $134,532-49.2% |
| Participation rate | 47.8% | 75.2%-27.4pp | 72.6%-24.7pp | 81.2%-33.4pp |
| Annual return | 23.94% | 946.63%-922.7pp | 702.22%-678.3pp | 418.27%-394.3pp |
| Employer contribution / active EE | $2,718 | $3,273-16.9% | $3,008-9.6% | $4,741-42.7% |
| Participant deferral / active EE | $4,153 | $4,802-13.5% | $4,395-5.5% | $6,401-35.1% |
| Admin fee / account holder | $3,348 | $5,977-44.0% | $5,325-37.1% | $11,429-70.7% |