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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 | $43,137 | $55,472-22.2% | $155,567-72.3% | $74,546-42.1% |
| Participation rate | 55.5% | 61.9%-6.5pp | 78.2%-22.7pp | 67.2%-11.8pp |
| Annual return | 13.69% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,926 | $2,269-15.1% | $4,674-58.8% | $2,624-26.6% |
| Participant deferral / active EE | $3,498 | $2,838+23.3% | $5,628-37.8% | $4,347-19.5% |
| Admin fee / account holder | $531 | $1,743-69.5% | $15,916-96.7% | $1,944-72.7% |