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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 | $70,653 | $59,456+18.8% | $93,669-24.6% | $74,429-5.1% |
| Participation rate | 49.5% | 59.6%-10.1pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 13.14% | 82.00%-68.9pp | 133.59%-120.5pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $386 | $1,266-69.5% | $2,424-84.1% | $2,625-85.3% |
| Participant deferral / active EE | $1,908 | $3,052-37.5% | $4,416-56.8% | $4,348-56.1% |
| Admin fee / account holder | $1,191 | $3,026-60.6% | $8,291-85.6% | $1,944-38.7% |