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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 | $64,290 | $96,678-33.5% | $86,640-25.8% | $139,466-53.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 16.57% | 106.69%-90.1pp | 592.52%-576.0pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,765 | $3,265-45.9% | $3,024-41.6% | $4,754-62.9% |
| Participant deferral / active EE | $1,076 | $4,837-77.8% | $4,438-75.8% | $6,712-84.0% |
| Admin fee / account holder | $1,499 | $6,410-76.6% | $5,616-73.3% | $11,409-86.9% |