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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 | $57,095 | $84,713-32.6% | $75,717-24.6% | $167,518-65.9% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.8%-30.4pp | 82.1%-37.7pp |
| Annual return | 10.67% | 199.49%-188.8pp | 104.58%-93.9pp | 478.71%-468.0pp |
| Employer contribution / active EE | $876 | $3,229-72.9% | $2,743-68.1% | $4,838-81.9% |
| Participant deferral / active EE | $2,117 | $4,578-53.8% | $3,821-44.6% | $6,342-66.6% |
| Admin fee / account holder | $10,496 | $5,357+95.9% | $3,619+190.0% | $12,312-14.8% |