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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 | $74,185 | $67,823+9.4% | $52,425+41.5% | $137,256-46.0% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 14.13% | 219.11%-205.0pp | 302.12%-288.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $804 | $1,163-30.9% | $914-12.1% | $4,156-80.7% |
| Participant deferral / active EE | $3,224 | $2,288+40.9% | $1,790+80.1% | $6,407-49.7% |
| Admin fee / account holder | $3,917 | $2,844+37.7% | $2,495+57.0% | $12,270-68.1% |