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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 | $26,700 | $102,393-73.9% | $147,041-81.8% | $80,911-67.0% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 19.52% | 134.95%-115.4pp | 419.21%-399.7pp | 35.63%-16.1pp |
| Employer contribution / active EE | $2,168 | $3,715-41.6% | $4,935-56.1% | $2,756-21.3% |
| Participant deferral / active EE | $4,061 | $6,647-38.9% | $8,071-49.7% | $4,297-5.5% |
| Admin fee / account holder | $4,260 | $7,943-46.4% | $13,006-67.2% | $6,935-38.6% |