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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 | $31,586 | $73,518-57.0% | $63,003-49.9% | $147,585-78.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 13.52% | 175.46%-161.9pp | 87.59%-74.1pp | 578.57%-565.1pp |
| Employer contribution / active EE | $1,171 | $3,322-64.8% | $2,760-57.6% | $4,876-76.0% |
| Participant deferral / active EE | $3,483 | $4,183-16.7% | $3,329+4.6% | $5,439-36.0% |
| Admin fee / account holder | $627 | $5,952-89.5% | $3,600-82.6% | $10,885-94.2% |