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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 | $32,543 | $63,346-48.6% | $92,240-64.7% | $70,126-53.6% |
| Participation rate | 47.3% | 68.7%-21.4pp | 76.5%-29.2pp | 69.5%-22.3pp |
| Annual return | 15.06% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,582 | $2,471-36.0% | $3,680-57.0% | $2,343-32.5% |
| Participant deferral / active EE | $3,634 | $2,854+27.3% | $3,897-6.8% | $3,332+9.1% |
| Admin fee / account holder | $3,754 | $3,841-2.3% | $5,194-27.7% | $4,645-19.2% |