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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 | $70,779 | $106,008-33.2% | $92,240-23.3% | $147,586-52.0% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 19.11% | 50.05%-30.9pp | 176.29%-157.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,810 | $4,333-58.2% | $3,680-50.8% | $4,876-62.9% |
| Participant deferral / active EE | $3,369 | $4,478-24.8% | $3,897-13.5% | $5,439-38.0% |
| Admin fee / account holder | $529 | $6,333-91.7% | $5,194-89.8% | $10,886-95.1% |