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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 | $57,112 | $60,119-5.0% | $90,430-36.8% | $79,858-28.5% |
| Participation rate | 60.7% | 65.0%-4.3pp | 72.7%-12.0pp | 69.6%-8.9pp |
| Annual return | 18.94% | 71.94%-53.0pp | 1293.73%-1274.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,500 | $2,068-27.5% | $3,262-54.0% | $2,471-39.3% |
| Participant deferral / active EE | $4,181 | $2,938+42.3% | $3,963+5.5% | $3,740+11.8% |
| Admin fee / account holder | $404 | $3,976-89.8% | $5,613-92.8% | $5,306-92.4% |