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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 | $58,366 | $65,440-10.8% | $98,506-40.7% | $85,851-32.0% |
| Participation rate | 52.3% | 65.0%-12.7pp | 73.3%-21.1pp | 69.3%-17.0pp |
| Annual return | 22.94% | 21.75%+1.2pp | 1494.92%-1472.0pp | 318.63%-295.7pp |
| Employer contribution / active EE | $1,112 | $2,169-48.8% | $2,961-62.5% | $2,565-56.7% |
| Participant deferral / active EE | $3,414 | $3,168+7.8% | $4,277-20.2% | $3,952-13.6% |
| Admin fee / account holder | $1,581 | $4,596-65.6% | $5,955-73.5% | $6,261-74.8% |