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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 | $62,930 | $73,518-14.4% | $63,003-0.1% | $147,585-57.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 19.52% | 175.46%-155.9pp | 87.59%-68.1pp | 578.56%-559.0pp |
| Employer contribution / active EE | $3,094 | $3,322-6.9% | $2,760+12.1% | $4,876-36.6% |
| Participant deferral / active EE | $1,120 | $4,183-73.2% | $3,329-66.3% | $5,439-79.4% |
| Admin fee / account holder | $522 | $5,952-91.2% | $3,600-85.5% | $10,885-95.2% |