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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 | $60,114 | $103,008-41.6% | $90,304-33.4% | $152,897-60.7% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.5%-19.3pp |
| Annual return | 20.45% | 95.22%-74.8pp | 78.13%-57.7pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,420 | $3,139-22.9% | $2,855-15.2% | $4,764-49.2% |
| Participant deferral / active EE | $4,660 | $4,281+8.8% | $3,885+19.9% | $5,851-20.4% |
| Admin fee / account holder | $45,083 | $6,175+630.1% | $5,354+742.1% | $11,599+288.7% |