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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 | $65,148 | $111,785-41.7% | $93,669-30.4% | $145,877-55.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.55% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $679 | $3,096-78.1% | $2,424-72.0% | $4,663-85.4% |
| Participant deferral / active EE | $5,545 | $4,919+12.7% | $4,416+25.6% | $6,691-17.1% |
| Admin fee / account holder | $361 | $10,256-96.5% | $8,291-95.6% | $13,402-97.3% |