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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 | $66,295 | $49,897+32.9% | $80,648-17.8% | $75,177-11.8% |
| Participation rate | 52.3% | 55.3%-3.1pp | 67.0%-14.7pp | 67.2%-14.9pp |
| Annual return | 24.91% | 34.68%-9.8pp | 937.21%-912.3pp | 160.75%-135.8pp |
| Employer contribution / active EE | $1,169 | $1,699-31.2% | $2,724-57.1% | $2,671-56.2% |
| Participant deferral / active EE | $2,968 | $2,992-0.8% | $4,443-33.2% | $4,126-28.1% |
| Admin fee / account holder | $614 | $3,579-82.8% | $5,382-88.6% | $5,651-89.1% |