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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 | $42,612 | $85,171-50.0% | $172,753-75.3% | $72,976-41.6% |
| Participation rate | 67.0% | 70.1%-3.0pp | 82.6%-15.6pp | 69.5%-2.5pp |
| Annual return | 22.67% | 27.32%-4.7pp | 803.00%-780.3pp | 81.02%-58.3pp |
| Employer contribution / active EE | $1,099 | $3,324-66.9% | $5,144-78.6% | $2,440-55.0% |
| Participant deferral / active EE | $1,981 | $3,260-39.2% | $5,198-61.9% | $3,608-45.1% |
| Admin fee / account holder | $4,190 | $5,880-28.7% | $13,956-70.0% | $5,124-18.2% |