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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 | $97,329 | $138,075-29.5% | $123,552-21.2% | $135,379-28.1% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | 3.94% | 153.70%-149.8pp | 119.20%-115.3pp | 519.79%-515.8pp |
| Employer contribution / active EE | $1,430 | $5,152-72.2% | $4,628-69.1% | $4,779-70.1% |
| Participant deferral / active EE | $4,283 | $6,800-37.0% | $6,426-33.4% | $5,609-23.6% |
| Admin fee / account holder | $827 | $10,917-92.4% | $9,285-91.1% | $10,828-92.4% |