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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 | $49,037 | $111,830-56.2% | $93,696-47.7% | $145,884-66.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 13.56% | 204.08%-190.5pp | 133.74%-120.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,103 | $3,093-64.4% | $2,422-54.5% | $4,662-76.4% |
| Participant deferral / active EE | $5,501 | $4,920+11.8% | $4,417+24.5% | $6,690-17.8% |
| Admin fee / account holder | $637 | $10,249-93.8% | $8,287-92.3% | $13,392-95.2% |