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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 | $60,495 | $102,429-40.9% | $147,096-58.9% | $80,925-25.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 18.66% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $1,799 | $3,716-51.6% | $4,936-63.5% | $2,756-34.7% |
| Participant deferral / active EE | $3,303 | $6,649-50.3% | $8,071-59.1% | $4,299-23.2% |
| Admin fee / account holder | $10,505 | $7,957+32.0% | $13,005-19.2% | $6,940+51.4% |