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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 | $90,397-15.7% | $76,002+0.3% | $145,959-47.8% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.1%-24.6pp | 80.3%-35.8pp |
| Annual return | 26.46% | 621.97%-595.5pp | 360.07%-333.6pp | 561.95%-535.5pp |
| Employer contribution / active EE | $1,801 | $3,317-45.7% | $2,688-33.0% | $4,661-61.4% |
| Participant deferral / active EE | $4,407 | $5,163-14.7% | $4,257+3.5% | $6,689-34.1% |
| Admin fee / account holder | $519 | $8,369-93.8% | $6,414-91.9% | $13,398-96.1% |