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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 | $38,214 | $48,570-21.3% | $130,660-70.8% | $72,975-47.6% |
| Participation rate | 48.4% | 58.6%-10.2pp | 71.7%-23.4pp | 69.5%-21.1pp |
| Annual return | 26.45% | 38.63%-12.2pp | 1709.29%-1682.8pp | 81.01%-54.6pp |
| Employer contribution / active EE | $1,469 | $1,334+10.1% | $4,092-64.1% | $2,440-39.8% |
| Participant deferral / active EE | $1,775 | $2,384-25.5% | $3,603-50.7% | $3,608-50.8% |
| Admin fee / account holder | $535 | $3,549-84.9% | $5,463-90.2% | $5,124-89.6% |