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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 | $32,509 | $105,200-69.1% | $159,474-79.6% | $85,847-62.1% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.8%-28.0pp | 69.3%-14.5pp |
| Annual return | 13.83% | 45.08%-31.2pp | 263.68%-249.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $2,454 | $3,319-26.1% | $4,831-49.2% | $2,565-4.3% |
| Participant deferral / active EE | $5,530 | $5,946-7.0% | $7,353-24.8% | $3,952+39.9% |
| Admin fee / account holder | $3,146 | $6,934-54.6% | $10,802-70.9% | $6,261-49.8% |