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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 | $56,863 | $111,785-49.1% | $93,669-39.3% | $145,877-61.0% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 14.60% | 203.79%-189.2pp | 133.59%-119.0pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,061 | $3,096-65.7% | $2,424-56.2% | $4,663-77.2% |
| Participant deferral / active EE | $2,414 | $4,919-50.9% | $4,416-45.3% | $6,691-63.9% |
| Admin fee / account holder | $382 | $10,256-96.3% | $8,291-95.4% | $13,402-97.1% |