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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 | $42,554 | $76,522-44.4% | $56,033-24.1% | $145,884-70.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.81% | 3014.28%-2998.5pp | 1711.38%-1695.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,146 | $1,382-17.1% | $1,041+10.1% | $4,662-75.4% |
| Participant deferral / active EE | $1,363 | $2,624-48.1% | $1,954-30.2% | $6,690-79.6% |
| Admin fee / account holder | $1,153 | $3,328-65.3% | $2,827-59.2% | $13,392-91.4% |