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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 | $56,030 | $59,448-5.7% | $93,696-40.2% | $74,459-24.8% |
| Participation rate | 52.5% | 59.6%-7.2pp | 68.7%-16.2pp | 67.2%-14.7pp |
| Annual return | 12.66% | 82.11%-69.4pp | 133.74%-121.1pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $900 | $1,266-28.9% | $2,422-62.8% | $2,626-65.7% |
| Participant deferral / active EE | $2,194 | $3,052-28.1% | $4,417-50.3% | $4,350-49.6% |
| Admin fee / account holder | $3,386 | $3,027+11.8% | $8,287-59.1% | $1,945+74.1% |