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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 | $59,745 | $106,008-43.6% | $92,240-35.2% | $147,586-59.5% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 20.78% | 50.05%-29.3pp | 176.29%-155.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $859 | $4,333-80.2% | $3,680-76.6% | $4,876-82.4% |
| Participant deferral / active EE | $4,868 | $4,478+8.7% | $3,897+24.9% | $5,439-10.5% |
| Admin fee / account holder | $498 | $6,333-92.1% | $5,194-90.4% | $10,886-95.4% |