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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 | $45,661 | $106,008-56.9% | $92,240-50.5% | $147,586-69.1% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 15.58% | 50.05%-34.5pp | 176.29%-160.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,020 | $4,333-76.5% | $3,680-72.3% | $4,876-79.1% |
| Participant deferral / active EE | $4,355 | $4,478-2.8% | $3,897+11.8% | $5,439-19.9% |
| Admin fee / account holder | $563 | $6,333-91.1% | $5,194-89.2% | $10,886-94.8% |