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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 | $52,038 | $63,346-17.9% | $92,239-43.6% | $70,124-25.8% |
| Participation rate | 60.5% | 68.7%-8.2pp | 76.5%-16.0pp | 69.5%-9.1pp |
| Annual return | 22.46% | 530.19%-507.7pp | 176.29%-153.8pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,269 | $2,471-8.2% | $3,680-38.3% | $2,342-3.1% |
| Participant deferral / active EE | $4,215 | $2,854+47.7% | $3,897+8.2% | $3,332+26.5% |
| Admin fee / account holder | $2,824 | $3,841-26.5% | $5,194-45.6% | $4,645-39.2% |