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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 | $54,409 | $175,257-69.0% | $149,717-63.7% | $139,456-61.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 56.49% | 166.70%-110.2pp | 134.41%-77.9pp | 373.45%-317.0pp |
| Employer contribution / active EE | $1,228 | $5,477-77.6% | $4,820-74.5% | $4,753-74.2% |
| Participant deferral / active EE | $5,950 | $6,521-8.8% | $5,682+4.7% | $6,711-11.3% |
| Admin fee / account holder | $433 | $16,156-97.3% | $13,213-96.7% | $11,407-96.2% |