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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 | $50,073 | $107,944-53.6% | $91,994-45.6% | $152,885-67.2% |
| Participation rate | 58.8% | 81.2%-22.4pp | 78.6%-19.8pp | 82.5%-23.6pp |
| Annual return | 17.67% | 89.26%-71.6pp | 69.03%-51.4pp | 345.39%-327.7pp |
| Employer contribution / active EE | $1,777 | $4,210-57.8% | $3,452-48.5% | $4,763-62.7% |
| Participant deferral / active EE | $5,240 | $6,365-17.7% | $5,923-11.5% | $5,851-10.4% |
| Admin fee / account holder | $1,593 | $10,521-84.9% | $7,743-79.4% | $11,598-86.3% |