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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 | $111,830-45.5% | $93,696-35.0% | $145,884-58.2% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 12.39% | 204.08%-191.7pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,245 | $3,093-59.7% | $2,422-48.6% | $4,662-73.3% |
| Participant deferral / active EE | $5,548 | $4,920+12.8% | $4,417+25.6% | $6,690-17.1% |
| Admin fee / account holder | $705 | $10,249-93.1% | $8,287-91.5% | $13,392-94.7% |