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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 | $54,785 | $104,520-47.6% | $76,823-28.7% | $152,885-64.2% |
| Participation rate | 56.3% | 76.6%-20.3pp | 72.1%-15.8pp | 82.5%-26.2pp |
| Annual return | 24.54% | 1014.03%-989.5pp | 1166.42%-1141.9pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,575 | $3,117-49.5% | $2,302-31.6% | $4,763-66.9% |
| Participant deferral / active EE | $2,946 | $4,236-30.5% | $3,336-11.7% | $5,851-49.7% |
| Admin fee / account holder | $1,106 | $12,283-91.0% | $6,422-82.8% | $11,598-90.5% |