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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 | $55,080 | $99,011-44.4% | $86,582-36.4% | $147,586-62.7% |
| Participation rate | 63.2% | 76.3%-13.2pp | 73.5%-10.4pp | 82.8%-19.7pp |
| Annual return | 13.32% | 1312.75%-1299.4pp | 965.08%-951.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $908 | $3,132-71.0% | $2,839-68.0% | $4,876-81.4% |
| Participant deferral / active EE | $2,126 | $3,972-46.5% | $3,609-41.1% | $5,439-60.9% |
| Admin fee / account holder | $7,067 | $5,709+23.8% | $4,904+44.1% | $10,886-35.1% |