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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 | $67,647 | $96,643-30.0% | $86,617-21.9% | $139,456-51.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.10% | 106.57%-90.5pp | 591.91%-575.8pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,457 | $3,264-55.4% | $3,023-51.8% | $4,753-69.3% |
| Participant deferral / active EE | $5,501 | $4,835+13.8% | $4,437+24.0% | $6,711-18.0% |
| Admin fee / account holder | $5,416 | $6,406-15.5% | $5,613-3.5% | $11,407-52.5% |