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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 | $89,731 | $96,678-7.2% | $86,640+3.6% | $139,466-35.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.14% | 106.69%-89.6pp | 592.52%-575.4pp | 373.66%-356.5pp |
| Employer contribution / active EE | $688 | $3,265-78.9% | $3,024-77.3% | $4,754-85.5% |
| Participant deferral / active EE | $1,600 | $4,837-66.9% | $4,438-64.0% | $6,712-76.2% |
| Admin fee / account holder | $17,796 | $6,410+177.6% | $5,616+216.9% | $11,409+56.0% |