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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 | $74,684 | $60,139+24.2% | $90,461-17.4% | $79,856-6.5% |
| Participation rate | 37.3% | 65.0%-27.7pp | 72.7%-35.4pp | 69.6%-32.3pp |
| Annual return | 10.58% | 71.96%-61.4pp | 1294.76%-1284.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $492 | $2,069-76.2% | $3,264-84.9% | $2,471-80.1% |
| Participant deferral / active EE | $951 | $2,939-67.6% | $3,964-76.0% | $3,741-74.6% |
| Admin fee / account holder | $4,040 | $3,978+1.5% | $5,617-28.1% | $5,306-23.9% |