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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 | $66,467 | $84,713-21.5% | $75,717-12.2% | $167,518-60.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 9.95% | 199.49%-189.5pp | 104.58%-94.6pp | 478.71%-468.8pp |
| Employer contribution / active EE | $462 | $3,229-85.7% | $2,743-83.2% | $4,838-90.5% |
| Participant deferral / active EE | $1,100 | $4,578-76.0% | $3,821-71.2% | $6,342-82.7% |
| Admin fee / account holder | $487 | $5,357-90.9% | $3,619-86.5% | $12,312-96.0% |