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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 | $54,991 | $63,346-13.2% | $92,240-40.4% | $70,126-21.6% |
| Participation rate | 32.1% | 68.7%-36.5pp | 76.5%-44.3pp | 69.5%-37.4pp |
| Annual return | 69.58% | 530.19%-460.6pp | 176.29%-106.7pp | 73.15%-3.6pp |
| Employer contribution / active EE | $1,080 | $2,471-56.3% | $3,680-70.6% | $2,343-53.9% |
| Participant deferral / active EE | $3,275 | $2,854+14.8% | $3,897-16.0% | $3,332-1.7% |
| Admin fee / account holder | $456 | $3,841-88.1% | $5,194-91.2% | $4,645-90.2% |