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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 | $48,434 | $76,519-36.7% | $56,025-13.5% | $145,897-66.8% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 81.48% | 3017.03%-2935.5pp | 1712.69%-1631.2pp | 552.29%-470.8pp |
| Employer contribution / active EE | $19,911 | $1,383+1339.3% | $1,042+1811.6% | $4,663+327.0% |
| Participant deferral / active EE | $7,863 | $2,624+199.6% | $1,955+302.3% | $6,689+17.6% |
| Admin fee / account holder | $3,795 | $3,331+13.9% | $2,828+34.2% | $13,390-71.7% |