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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 | $55,470-2.9% | $155,556-65.4% | $74,478-27.7% |
| Participation rate | 39.8% | 61.9%-22.1pp | 78.2%-38.4pp | 67.2%-27.4pp |
| Annual return | 28.49% | 269.80%-241.3pp | 64.84%-36.3pp | 1370.56%-1342.1pp |
| Employer contribution / active EE | $1,306 | $2,267-42.4% | $4,675-72.1% | $2,626-50.3% |
| Participant deferral / active EE | $2,852 | $2,838+0.5% | $5,631-49.4% | $4,350-34.5% |
| Admin fee / account holder | $3,028 | $1,744+73.6% | $15,885-80.9% | $1,946+55.6% |