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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 | $56,431+7.6% | $130,788-53.6% | $87,485-30.6% |
| Participation rate | 35.9% | 58.9%-23.0pp | 70.1%-34.2pp | 68.9%-33.0pp |
| Annual return | 21.70% | 91.27%-69.6pp | 386.44%-364.7pp | 26.06%-4.4pp |
| Employer contribution / active EE | $495 | $1,549-68.1% | $3,558-86.1% | $2,596-80.9% |
| Participant deferral / active EE | $1,912 | $2,749-30.5% | $4,137-53.8% | $4,274-55.3% |
| Admin fee / account holder | $2,511 | $4,433-43.3% | $6,673-62.4% | $7,775-67.7% |