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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 | $99,995-37.3% | $85,063-26.2% | $145,978-57.0% |
| Participation rate | 31.3% | 74.1%-42.8pp | 67.5%-36.3pp | 80.3%-49.0pp |
| Annual return | 18.60% | 83.99%-65.4pp | 66.54%-47.9pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,810 | $3,231-44.0% | $2,727-33.6% | $4,662-61.2% |
| Participant deferral / active EE | $4,519 | $5,295-14.7% | $4,523-0.1% | $6,690-32.4% |
| Admin fee / account holder | $2,144 | $7,255-70.5% | $6,155-65.2% | $13,400-84.0% |