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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 | $30,669 | $73,546-58.3% | $63,018-51.3% | $147,586-79.2% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.8%-22.2pp | 82.8%-30.2pp |
| Annual return | 14.22% | 175.56%-161.3pp | 87.62%-73.4pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,527 | $3,324-54.0% | $2,761-44.7% | $4,876-68.7% |
| Participant deferral / active EE | $2,401 | $4,185-42.6% | $3,330-27.9% | $5,439-55.9% |
| Admin fee / account holder | $9,903 | $5,956+66.3% | $3,601+175.0% | $10,886-9.0% |