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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 | $74,924 | $111,878-33.0% | $93,727-20.1% | $145,897-48.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 18.46% | 204.28%-185.8pp | 133.83%-115.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $770 | $3,092-75.1% | $2,421-68.2% | $4,663-83.5% |
| Participant deferral / active EE | $1,400 | $4,920-71.5% | $4,417-68.3% | $6,689-79.1% |
| Admin fee / account holder | $32,957 | $10,256+221.3% | $8,292+297.5% | $13,390+146.1% |