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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 | $86,897 | $114,093-23.8% | $96,171-9.6% | $167,536-48.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 10.75% | 190.00%-179.3pp | 192.04%-181.3pp | 478.82%-468.1pp |
| Employer contribution / active EE | $2,490 | $3,429-27.4% | $2,799-11.1% | $4,839-48.6% |
| Participant deferral / active EE | $4,084 | $5,197-21.4% | $4,350-6.1% | $6,342-35.6% |
| Admin fee / account holder | $790 | $6,899-88.5% | $5,538-85.7% | $12,315-93.6% |