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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 | $90,147 | $99,652-9.5% | $78,778+14.4% | $147,586-38.9% |
| Participation rate | 11.1% | 76.2%-65.1pp | 69.2%-58.1pp | 82.8%-71.7pp |
| Annual return | 13.44% | 47.28%-33.8pp | 35.62%-22.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,200 | $2,796-57.1% | $1,986-39.6% | $4,876-75.4% |
| Participant deferral / active EE | $2,000 | $3,664-45.4% | $2,958-32.4% | $5,439-63.2% |
| Admin fee / account holder | $819 | $7,155-88.6% | $5,134-84.0% | $10,886-92.5% |