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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 | $61,522 | $152,612-59.7% | $125,192-50.9% | $152,897-59.8% |
| Participation rate | 25.0% | 83.3%-58.3pp | 79.8%-54.8pp | 82.5%-57.5pp |
| Annual return | 22.91% | 54.85%-31.9pp | 43.79%-20.9pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,607 | $4,947-67.5% | $3,866-58.4% | $4,764-66.3% |
| Participant deferral / active EE | $3,535 | $5,868-39.8% | $4,937-28.4% | $5,851-39.6% |
| Admin fee / account holder | $354 | $13,437-97.4% | $9,704-96.4% | $11,599-97.0% |