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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 | $76,253 | $152,612-50.0% | $125,192-39.1% | $152,897-50.1% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.5%-62.5pp |
| Annual return | 31.06% | 54.85%-23.8pp | 43.79%-12.7pp | 345.43%-314.4pp |
| Employer contribution / active EE | $1,200 | $4,947-75.7% | $3,866-69.0% | $4,764-74.8% |
| Participant deferral / active EE | $3,600 | $5,868-38.7% | $4,937-27.1% | $5,851-38.5% |
| Admin fee / account holder | $469 | $13,437-96.5% | $9,704-95.2% | $11,599-96.0% |