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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 | $65,507 | $106,003-38.2% | $92,236-29.0% | $147,585-55.6% |
| Participation rate | 23.8% | 80.4%-56.6pp | 76.5%-52.7pp | 82.8%-59.0pp |
| Annual return | 17.00% | 50.05%-33.0pp | 176.29%-159.3pp | 578.57%-561.6pp |
| Employer contribution / active EE | $819 | $4,333-81.1% | $3,679-77.7% | $4,876-83.2% |
| Participant deferral / active EE | $3,128 | $4,478-30.2% | $3,897-19.7% | $5,439-42.5% |
| Admin fee / account holder | $3,461 | $6,333-45.3% | $5,194-33.4% | $10,885-68.2% |