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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 | $69,518 | $149,040-53.4% | $120,225-42.2% | $137,256-49.4% |
| Participation rate | 58.3% | 75.4%-17.1pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 10.98% | 605.68%-594.7pp | 439.23%-428.3pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,490 | $4,350-65.8% | $3,475-57.1% | $4,156-64.2% |
| Participant deferral / active EE | $3,750 | $4,655-19.4% | $3,999-6.2% | $6,407-41.5% |
| Admin fee / account holder | $2,860 | $6,348-54.9% | $5,696-49.8% | $12,270-76.7% |