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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 | $69,129 | $63,346+9.1% | $92,240-25.1% | $70,126-1.4% |
| Participation rate | 37.1% | 68.7%-31.5pp | 76.5%-39.3pp | 69.5%-32.4pp |
| Annual return | 20.42% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,449 | $2,471-41.4% | $3,680-60.6% | $2,343-38.2% |
| Participant deferral / active EE | $4,102 | $2,854+43.7% | $3,897+5.3% | $3,332+23.1% |
| Admin fee / account holder | $1,342 | $3,841-65.1% | $5,194-74.2% | $4,645-71.1% |