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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 | $77,202 | $111,787-30.9% | $93,681-17.6% | $145,978-47.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 12.82% | 203.52%-190.7pp | 133.47%-120.7pp | 550.52%-537.7pp |
| Employer contribution / active EE | $722 | $3,093-76.6% | $2,422-70.2% | $4,662-84.5% |
| Participant deferral / active EE | $2,139 | $4,918-56.5% | $4,415-51.5% | $6,690-68.0% |
| Admin fee / account holder | $4,034 | $10,256-60.7% | $8,290-51.3% | $13,400-69.9% |