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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 | $41,898 | $73,518-43.0% | $63,005-33.5% | $147,585-71.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 19.43% | 175.46%-156.0pp | 87.59%-68.2pp | 578.58%-559.2pp |
| Employer contribution / active EE | $4,757 | $3,322+43.2% | $2,760+72.3% | $4,876-2.4% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,510 | $5,952-24.2% | $3,599+25.3% | $10,886-58.6% |