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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 | $94,564 | $65,566+44.2% | $86,235+9.7% | $75,177+25.8% |
| Participation rate | 30.8% | 60.5%-29.7pp | 69.0%-38.2pp | 67.2%-36.4pp |
| Annual return | 17.76% | 46.07%-28.3pp | 1170.03%-1152.3pp | 160.75%-143.0pp |
| Employer contribution / active EE | $507 | $1,553-67.4% | $2,381-78.7% | $2,671-81.0% |
| Participant deferral / active EE | $2,429 | $3,023-19.7% | $3,987-39.1% | $4,126-41.1% |
| Admin fee / account holder | $1,976 | $5,470-63.9% | $6,856-71.2% | $5,651-65.0% |