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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 | $57,910 | $72,071-19.6% | $68,368-15.3% | $137,256-57.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 14.22% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,595 | $2,788-6.9% | $2,649-2.0% | $4,156-37.6% |
| Participant deferral / active EE | $7,607 | $4,410+72.5% | $4,123+84.5% | $6,407+18.7% |
| Admin fee / account holder | $45,999 | $5,336+762.1% | $5,150+793.2% | $12,270+274.9% |