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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 | $76,208 | $90,691-16.0% | $76,119+0.1% | $145,884-47.8% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.1%-24.6pp | 80.3%-35.9pp |
| Annual return | 26.46% | 624.52%-598.1pp | 361.25%-334.8pp | 551.85%-525.4pp |
| Employer contribution / active EE | $1,801 | $3,329-45.9% | $2,693-33.1% | $4,662-61.4% |
| Participant deferral / active EE | $4,407 | $5,167-14.7% | $4,259+3.5% | $6,690-34.1% |
| Admin fee / account holder | $519 | $8,383-93.8% | $6,421-91.9% | $13,392-96.1% |