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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 | $60,936 | $111,785-45.5% | $93,669-34.9% | $145,877-58.2% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 12.39% | 203.79%-191.4pp | 133.59%-121.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,245 | $3,096-59.8% | $2,424-48.6% | $4,663-73.3% |
| Participant deferral / active EE | $5,548 | $4,919+12.8% | $4,416+25.7% | $6,691-17.1% |
| Admin fee / account holder | $705 | $10,256-93.1% | $8,291-91.5% | $13,402-94.7% |