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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 | $28,099 | $65,434-57.1% | $98,483-71.5% | $85,847-67.3% |
| Participation rate | 60.7% | 65.0%-4.4pp | 73.3%-12.7pp | 69.3%-8.7pp |
| Annual return | 24.23% | 21.75%+2.5pp | 1494.38%-1470.2pp | 318.61%-294.4pp |
| Employer contribution / active EE | $933 | $2,169-57.0% | $2,961-68.5% | $2,565-63.6% |
| Participant deferral / active EE | $1,945 | $3,168-38.6% | $4,276-54.5% | $3,952-50.8% |
| Admin fee / account holder | $1,727 | $4,595-62.4% | $5,953-71.0% | $6,261-72.4% |