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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 | $57,859 | $201,344-71.3% | $184,243-68.6% | $145,877-60.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 61.53% | 29.01%+32.5pp | 28.82%+32.7pp | 551.28%-489.8pp |
| Employer contribution / active EE | $3,134 | $7,022-55.4% | $6,427-51.2% | $4,663-32.8% |
| Participant deferral / active EE | $5,667 | $9,807-42.2% | $9,132-37.9% | $6,691-15.3% |
| Admin fee / account holder | $9,779 | $16,382-40.3% | $13,914-29.7% | $13,402-27.0% |