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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 | $60,724 | $52,353+16.0% | $120,225-49.5% | $82,448-26.3% |
| Participation rate | 35.9% | 58.3%-22.4pp | 69.6%-33.6pp | 68.1%-32.1pp |
| Annual return | 21.70% | 61.85%-40.1pp | 439.23%-417.5pp | 41.64%-19.9pp |
| Employer contribution / active EE | $495 | $1,510-67.2% | $3,475-85.8% | $2,551-80.6% |
| Participant deferral / active EE | $1,912 | $2,627-27.2% | $3,999-52.2% | $4,139-53.8% |
| Admin fee / account holder | $2,511 | $4,363-42.4% | $5,696-55.9% | $7,234-65.3% |