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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 | $56,453 | $68,097-17.1% | $62,929-10.3% | $137,256-58.9% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 22.11% | 1859.11%-1837.0pp | 1063.93%-1041.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,076 | $2,811-61.7% | $2,505-57.1% | $4,156-74.1% |
| Participant deferral / active EE | $5,174 | $4,553+13.7% | $3,888+33.1% | $6,407-19.2% |
| Admin fee / account holder | $826 | $6,521-87.3% | $5,065-83.7% | $12,270-93.3% |