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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 | $84,026 | $99,921-15.9% | $85,009-1.2% | $145,959-42.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 10.37% | 83.89%-73.5pp | 66.47%-56.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,713 | $3,233-47.0% | $2,728-37.2% | $4,661-63.2% |
| Participant deferral / active EE | $2,105 | $5,293-60.2% | $4,522-53.5% | $6,689-68.5% |
| Admin fee / account holder | $1,131 | $7,252-84.4% | $6,153-81.6% | $13,398-91.6% |