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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 | $61,395 | $48,327+27.0% | $67,575-9.1% | $80,935-24.1% |
| Participation rate | 46.7% | 66.4%-19.7pp | 72.9%-26.2pp | 67.7%-21.0pp |
| Annual return | 35.11% | 18.31%+16.8pp | 3528.98%-3493.9pp | 35.66%-0.6pp |
| Employer contribution / active EE | $480 | $2,022-76.3% | $2,736-82.4% | $2,757-82.6% |
| Participant deferral / active EE | $2,794 | $2,927-4.6% | $4,003-30.2% | $4,299-35.0% |
| Admin fee / account holder | $4,236 | $3,692+14.7% | $3,993+6.1% | $6,924-38.8% |