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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 | $82,349 | $124,346-33.8% | $111,308-26.0% | $167,536-50.8% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 20.29% | 37.45%-17.2pp | 54.67%-34.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $2,347 | $3,437-31.7% | $2,732-14.1% | $4,839-51.5% |
| Participant deferral / active EE | $11,595 | $5,182+123.8% | $4,487+158.4% | $6,342+82.8% |
| Admin fee / account holder | $3,551 | $10,621-66.6% | $7,965-55.4% | $12,315-71.2% |