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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 | $63,514 | $107,944-41.2% | $91,994-31.0% | $152,885-58.5% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 39.61% | 89.26%-49.7pp | 69.03%-29.4pp | 345.39%-305.8pp |
| Employer contribution / active EE | $1,015 | $4,210-75.9% | $3,452-70.6% | $4,763-78.7% |
| Participant deferral / active EE | $7,800 | $6,365+22.5% | $5,923+31.7% | $5,851+33.3% |
| Admin fee / account holder | $5,589 | $10,521-46.9% | $7,743-27.8% | $11,598-51.8% |