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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 | $54,956 | $85,171-35.5% | $172,752-68.2% | $72,975-24.7% |
| Participation rate | 57.6% | 70.1%-12.5pp | 82.6%-25.0pp | 69.5%-11.9pp |
| Annual return | 22.67% | 27.32%-4.6pp | 802.97%-780.3pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,213 | $3,324-33.4% | $5,144-57.0% | $2,440-9.3% |
| Participant deferral / active EE | $2,757 | $3,260-15.4% | $5,198-47.0% | $3,608-23.6% |
| Admin fee / account holder | $2,111 | $5,880-64.1% | $13,955-84.9% | $5,124-58.8% |