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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 | $49,644 | $103,008-51.8% | $90,304-45.0% | $152,897-67.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 21.31% | 95.22%-73.9pp | 78.13%-56.8pp | 345.43%-324.1pp |
| Employer contribution / active EE | $3,069 | $3,139-2.2% | $2,855+7.5% | $4,764-35.6% |
| Participant deferral / active EE | $2,955 | $4,281-31.0% | $3,885-23.9% | $5,851-49.5% |
| Admin fee / account holder | $13,575 | $6,175+119.9% | $5,354+153.6% | $11,599+17.0% |