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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 | $58,941 | $111,878-47.3% | $93,727-37.1% | $145,897-59.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 18.84% | 204.28%-185.4pp | 133.83%-115.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $792 | $3,092-74.4% | $2,421-67.3% | $4,663-83.0% |
| Participant deferral / active EE | $2,146 | $4,920-56.4% | $4,417-51.4% | $6,689-67.9% |
| Admin fee / account holder | $12,030 | $10,256+17.3% | $8,292+45.1% | $13,390-10.2% |