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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 | $111,787-47.3% | $93,681-37.1% | $145,978-59.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 18.84% | 203.52%-184.7pp | 133.47%-114.6pp | 550.52%-531.7pp |
| Employer contribution / active EE | $792 | $3,093-74.4% | $2,422-67.3% | $4,662-83.0% |
| Participant deferral / active EE | $2,146 | $4,918-56.4% | $4,415-51.4% | $6,690-67.9% |
| Admin fee / account holder | $12,030 | $10,256+17.3% | $8,290+45.1% | $13,400-10.2% |