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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 | $92,975 | $73,546+26.4% | $63,018+47.5% | $147,586-37.0% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.2pp | 82.8%-27.3pp |
| Annual return | 25.70% | 175.56%-149.9pp | 87.62%-61.9pp | 578.59%-552.9pp |
| Employer contribution / active EE | $2,564 | $3,324-22.9% | $2,761-7.1% | $4,876-47.4% |
| Participant deferral / active EE | $2,811 | $4,185-32.8% | $3,330-15.6% | $5,439-48.3% |
| Admin fee / account holder | $1,948 | $5,956-67.3% | $3,601-45.9% | $10,886-82.1% |