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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 | $56,094 | $57,330-2.2% | $86,656-35.3% | $75,177-25.4% |
| Participation rate | 53.7% | 63.2%-9.5pp | 71.7%-18.0pp | 67.2%-13.5pp |
| Annual return | 23.38% | 2675.40%-2652.0pp | 593.09%-569.7pp | 160.75%-137.4pp |
| Employer contribution / active EE | $1,243 | $2,316-46.3% | $3,025-58.9% | $2,671-53.4% |
| Participant deferral / active EE | $3,037 | $3,320-8.5% | $4,439-31.6% | $4,126-26.4% |
| Admin fee / account holder | $7,513 | $4,115+82.6% | $5,619+33.7% | $5,651+32.9% |