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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 | $75,889 | $111,787-32.1% | $93,681-19.0% | $145,978-48.0% |
| Participation rate | 9.1% | 74.2%-65.1pp | 68.7%-59.6pp | 80.3%-71.2pp |
| Annual return | 58.34% | 203.52%-145.2pp | 133.47%-75.1pp | 550.52%-492.2pp |
| Employer contribution / active EE | $1,037 | $3,093-66.5% | $2,422-57.2% | $4,662-77.7% |
| Participant deferral / active EE | $1,218 | $4,918-75.2% | $4,415-72.4% | $6,690-81.8% |
| Admin fee / account holder | $14,095 | $10,256+37.4% | $8,290+70.0% | $13,400+5.2% |