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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 | $48,851 | $67,823-28.0% | $52,425-6.8% | $137,256-64.4% |
| Participation rate | 38.1% | 63.9%-25.8pp | 55.6%-17.5pp | 80.0%-41.9pp |
| Annual return | 15.21% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,015 | $1,163-12.7% | $914+11.1% | $4,156-75.6% |
| Participant deferral / active EE | $3,389 | $2,288+48.1% | $1,790+89.3% | $6,407-47.1% |
| Admin fee / account holder | $5,466 | $2,844+92.2% | $2,495+119.1% | $12,270-55.5% |