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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 | $77,640 | $85,766-9.5% | $136,298-43.0% | $70,126+10.7% |
| Participation rate | 48.5% | 74.2%-25.7pp | 81.9%-33.4pp | 69.5%-21.1pp |
| Annual return | 15.79% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,543 | $2,966-48.0% | $4,696-67.1% | $2,343-34.1% |
| Participant deferral / active EE | $3,041 | $5,051-39.8% | $6,247-51.3% | $3,332-8.7% |
| Admin fee / account holder | $960 | $5,421-82.3% | $9,244-89.6% | $4,645-79.3% |