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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 | $39,672 | $65,555-39.5% | $86,216-54.0% | $75,173-47.2% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 30.60% | 46.07%-15.5pp | 1169.42%-1138.8pp | 160.72%-130.1pp |
| Employer contribution / active EE | $2,062 | $1,553+32.8% | $2,382-13.4% | $2,671-22.8% |
| Participant deferral / active EE | $2,655 | $3,023-12.2% | $3,986-33.4% | $4,126-35.7% |
| Admin fee / account holder | $495 | $5,469-90.9% | $6,853-92.8% | $5,651-91.2% |