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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 | $59,255 | $98,766-40.0% | $149,730-60.4% | $79,852-25.8% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.5%-28.8pp | 69.6%-15.9pp |
| Annual return | 99.08% | 27.43%+71.7pp | 276.70%-177.6pp | 31.72%+67.4pp |
| Employer contribution / active EE | $1,874 | $3,217-41.7% | $4,645-59.7% | $2,471-24.2% |
| Participant deferral / active EE | $4,382 | $5,681-22.9% | $6,843-36.0% | $3,740+17.2% |
| Admin fee / account holder | $2,504 | $6,052-58.6% | $9,310-73.1% | $5,306-52.8% |