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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 | $82,654 | $58,258+41.9% | $81,820+1.0% | $80,925+2.1% |
| Participation rate | 42.6% | 63.5%-20.9pp | 72.4%-29.8pp | 67.7%-25.1pp |
| Annual return | 15.67% | 41.76%-26.1pp | 777.93%-762.3pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,307 | $2,345-44.3% | $2,915-55.2% | $2,756-52.6% |
| Participant deferral / active EE | $2,925 | $3,284-10.9% | $4,323-32.3% | $4,299-32.0% |
| Admin fee / account holder | $2,870 | $4,976-42.3% | $7,391-61.2% | $6,940-58.7% |