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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 | $62,000 | $58,258+6.4% | $81,820-24.2% | $80,925-23.4% |
| Participation rate | 51.1% | 63.5%-12.4pp | 72.4%-21.3pp | 67.7%-16.5pp |
| Annual return | 18.66% | 41.76%-23.1pp | 777.93%-759.3pp | 35.65%-17.0pp |
| Employer contribution / active EE | $2,162 | $2,345-7.8% | $2,915-25.8% | $2,756-21.6% |
| Participant deferral / active EE | $5,716 | $3,284+74.1% | $4,323+32.2% | $4,299+33.0% |
| Admin fee / account holder | $7,856 | $4,976+57.9% | $7,391+6.3% | $6,940+13.2% |