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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 | $47,545 | $84,708-43.9% | $75,714-37.2% | $167,536-71.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 33.42% | 199.62%-166.2pp | 104.62%-71.2pp | 478.82%-445.4pp |
| Employer contribution / active EE | $1,505 | $3,231-53.4% | $2,744-45.2% | $4,839-68.9% |
| Participant deferral / active EE | $3,209 | $4,577-29.9% | $3,820-16.0% | $6,342-49.4% |
| Admin fee / account holder | $34,326 | $5,358+540.7% | $3,619+848.6% | $12,315+178.7% |