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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 | $71,027 | $108,685-34.6% | $74,719-4.9% | $152,885-53.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 22.73% | 114.09%-91.4pp | 753.05%-730.3pp | 345.39%-322.7pp |
| Employer contribution / active EE | $734 | $1,504-51.2% | $1,084-32.3% | $4,763-84.6% |
| Participant deferral / active EE | $4,411 | $2,712+62.6% | $1,963+124.7% | $5,851-24.6% |
| Admin fee / account holder | $2,835 | $4,905-42.2% | $3,334-15.0% | $11,598-75.6% |