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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 | $63,296 | $52,353+20.9% | $120,225-47.4% | $82,448-23.2% |
| Participation rate | 53.3% | 58.3%-5.0pp | 69.6%-16.2pp | 68.1%-14.7pp |
| Annual return | 14.73% | 61.85%-47.1pp | 439.23%-424.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,470 | $1,510-2.7% | $3,475-57.7% | $2,551-42.4% |
| Participant deferral / active EE | $3,223 | $2,627+22.7% | $3,999-19.4% | $4,139-22.1% |
| Admin fee / account holder | $560 | $4,363-87.2% | $5,696-90.2% | $7,234-92.3% |