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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 | $62,742 | $100,203-37.4% | $85,240-26.4% | $145,897-57.0% |
| Participation rate | 31.3% | 74.1%-42.9pp | 67.5%-36.3pp | 80.3%-49.1pp |
| Annual return | 18.60% | 84.28%-65.7pp | 66.75%-48.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,810 | $3,242-44.2% | $2,735-33.8% | $4,663-61.2% |
| Participant deferral / active EE | $4,519 | $5,299-14.7% | $4,527-0.2% | $6,689-32.4% |
| Admin fee / account holder | $2,144 | $7,265-70.5% | $6,165-65.2% | $13,390-84.0% |