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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 | $83,399 | $88,815-6.1% | $81,882+1.9% | $145,897-42.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 12.58% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,548 | $3,086-49.8% | $2,916-46.9% | $4,663-66.8% |
| Participant deferral / active EE | $2,067 | $4,647-55.5% | $4,323-52.2% | $6,689-69.1% |
| Admin fee / account holder | $5,791 | $8,434-31.3% | $7,360-21.3% | $13,390-56.8% |