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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 | $68,487 | $49,164+39.3% | $121,169-43.5% | $75,181-8.9% |
| Participation rate | 37.8% | 55.4%-17.6pp | 69.5%-31.7pp | 67.2%-29.4pp |
| Annual return | 17.99% | 56.03%-38.0pp | 986.71%-968.7pp | 160.69%-142.7pp |
| Employer contribution / active EE | $1,531 | $1,546-1.0% | $4,168-63.3% | $2,671-42.7% |
| Participant deferral / active EE | $2,385 | $2,628-9.3% | $4,083-41.6% | $4,126-42.2% |
| Admin fee / account holder | $652 | $3,942-83.5% | $5,645-88.4% | $5,650-88.5% |