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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 | $55,423-22.2% | $155,602-72.3% | $74,400-42.0% |
| Participation rate | 55.5% | 61.9%-6.4pp | 78.2%-22.7pp | 67.2%-11.8pp |
| Annual return | 13.69% | 269.07%-255.4pp | 64.81%-51.1pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $1,926 | $2,266-15.0% | $4,675-58.8% | $2,624-26.6% |
| Participant deferral / active EE | $3,498 | $2,835+23.4% | $5,629-37.9% | $4,348-19.5% |
| Admin fee / account holder | $531 | $1,744-69.5% | $15,923-96.7% | $1,944-72.7% |