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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 | $54,944 | $57,312-4.1% | $86,617-36.6% | $75,181-26.9% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 27.70% | 2672.78%-2645.1pp | 591.91%-564.2pp | 160.69%-133.0pp |
| Employer contribution / active EE | $2,970 | $2,315+28.3% | $3,023-1.8% | $2,671+11.2% |
| Participant deferral / active EE | $4,394 | $3,319+32.4% | $4,437-1.0% | $4,126+6.5% |
| Admin fee / account holder | $11,114 | $4,114+170.2% | $5,613+98.0% | $5,650+96.7% |