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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 | $53,850 | $55,472-2.9% | $155,567-65.4% | $74,546-27.8% |
| Participation rate | 39.8% | 61.9%-22.1pp | 78.2%-38.3pp | 67.2%-27.4pp |
| Annual return | 28.49% | 268.72%-240.2pp | 64.74%-36.2pp | 1366.03%-1337.5pp |
| Employer contribution / active EE | $1,306 | $2,269-42.4% | $4,674-72.1% | $2,624-50.2% |
| Participant deferral / active EE | $2,852 | $2,838+0.5% | $5,628-49.3% | $4,347-34.4% |
| Admin fee / account holder | $3,028 | $1,743+73.7% | $15,916-81.0% | $1,944+55.8% |