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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 | $53,077 | $103,008-48.5% | $90,304-41.2% | $152,897-65.3% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.5%-17.7pp |
| Annual return | 18.34% | 95.22%-76.9pp | 78.13%-59.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $227 | $3,139-92.8% | $2,855-92.0% | $4,764-95.2% |
| Participant deferral / active EE | $899 | $4,281-79.0% | $3,885-76.9% | $5,851-84.6% |
| Admin fee / account holder | $1,064 | $6,175-82.8% | $5,354-80.1% | $11,599-90.8% |