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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 | $64,793 | $99,995-35.2% | $85,063-23.8% | $145,978-55.6% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 9.46% | 83.99%-74.5pp | 66.54%-57.1pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,676 | $3,231-48.1% | $2,727-38.6% | $4,662-64.1% |
| Participant deferral / active EE | $3,420 | $5,295-35.4% | $4,523-24.4% | $6,690-48.9% |
| Admin fee / account holder | $1,305 | $7,255-82.0% | $6,155-78.8% | $13,400-90.3% |