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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 | $73,065 | $53,063+37.7% | $124,206-41.2% | $82,637-11.6% |
| Participation rate | 42.3% | 58.4%-16.2pp | 69.6%-27.3pp | 68.1%-25.8pp |
| Annual return | 17.37% | 68.87%-51.5pp | 515.27%-497.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,456 | $1,530-4.8% | $3,540-58.9% | $2,552-42.9% |
| Participant deferral / active EE | $2,416 | $2,644-8.6% | $3,968-39.1% | $4,126-41.5% |
| Admin fee / account holder | $5,228 | $4,281+22.1% | $5,929-11.8% | $7,339-28.8% |