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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 | $50,924 | $84,713-39.9% | $75,717-32.7% | $167,518-69.6% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.8%-12.3pp | 82.1%-19.6pp |
| Annual return | 12.29% | 199.49%-187.2pp | 104.58%-92.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $1,193 | $3,229-63.0% | $2,743-56.5% | $4,838-75.3% |
| Participant deferral / active EE | $3,325 | $4,578-27.4% | $3,821-13.0% | $6,342-47.6% |
| Admin fee / account holder | $2,606 | $5,357-51.4% | $3,619-28.0% | $12,312-78.8% |