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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 | $27,973 | $55,472-49.6% | $155,567-82.0% | $74,546-62.5% |
| Participation rate | 59.8% | 61.9%-2.1pp | 78.2%-18.4pp | 67.2%-7.4pp |
| Annual return | 25.35% | 268.72%-243.4pp | 64.74%-39.4pp | 1366.03%-1340.7pp |
| Employer contribution / active EE | $1,912 | $2,269-15.7% | $4,674-59.1% | $2,624-27.1% |
| Participant deferral / active EE | $4,768 | $2,838+68.0% | $5,628-15.3% | $4,347+9.7% |
| Admin fee / account holder | $1,363 | $1,743-21.8% | $15,916-91.4% | $1,944-29.8% |