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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 | $48,686 | $63,346-23.1% | $92,240-47.2% | $70,126-30.6% |
| Participation rate | 60.5% | 68.7%-8.1pp | 76.5%-16.0pp | 69.5%-9.0pp |
| Annual return | 18.44% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $4,579 | $2,471+85.3% | $3,680+24.4% | $2,343+95.5% |
| Participant deferral / active EE | $2,075 | $2,854-27.3% | $3,897-46.8% | $3,332-37.7% |
| Admin fee / account holder | $301 | $3,841-92.2% | $5,194-94.2% | $4,645-93.5% |