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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 | $67,630 | $103,000-34.3% | $90,300-25.1% | $152,885-55.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 21.18% | 95.19%-74.0pp | 78.11%-56.9pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,273 | $3,138-59.4% | $2,854-55.4% | $4,763-73.3% |
| Participant deferral / active EE | $3,655 | $4,281-14.6% | $3,884-5.9% | $5,851-37.5% |
| Admin fee / account holder | $5,167 | $6,173-16.3% | $5,353-3.5% | $11,598-55.4% |