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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 | $42,046 | $180,462-76.7% | $154,111-72.7% | $135,379-68.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 4.78% | 888.17%-883.4pp | 735.18%-730.4pp | 519.79%-515.0pp |
| Employer contribution / active EE | $2,446 | $6,036-59.5% | $5,298-53.8% | $4,779-48.8% |
| Participant deferral / active EE | $2,928 | $5,806-49.6% | $5,081-42.4% | $5,609-47.8% |
| Admin fee / account holder | $33,428 | $16,145+107.1% | $13,411+149.3% | $10,828+208.7% |