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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 | $55,951 | $99,011-43.5% | $86,582-35.4% | $147,586-62.1% |
| Participation rate | 29.2% | 76.3%-47.2pp | 73.5%-44.4pp | 82.8%-53.7pp |
| Annual return | 19.54% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $399 | $3,132-87.3% | $2,839-85.9% | $4,876-91.8% |
| Participant deferral / active EE | $655 | $3,972-83.5% | $3,609-81.8% | $5,439-87.9% |
| Admin fee / account holder | $6,875 | $5,709+20.4% | $4,904+40.2% | $10,886-36.8% |