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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 | $54,280 | $157,304-65.5% | $141,197-61.6% | $152,909-64.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.43% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,385 | $5,263-73.7% | $4,736-70.8% | $4,764-70.9% |
| Participant deferral / active EE | $4,395 | $7,111-38.2% | $6,710-34.5% | $5,851-24.9% |
| Admin fee / account holder | $20,208 | $12,126+66.7% | $10,265+96.9% | $11,601+74.2% |