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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 | $33,801 | $52,961-36.2% | $172,752-80.4% | $65,185-48.1% |
| Participation rate | 47.3% | 66.2%-18.9pp | 82.6%-35.4pp | 70.2%-22.9pp |
| Annual return | 56.94% | 30.12%+26.8pp | 802.97%-746.0pp | 29.38%+27.6pp |
| Employer contribution / active EE | $1,087 | $2,190-50.4% | $5,144-78.9% | $2,177-50.1% |
| Participant deferral / active EE | $3,408 | $2,471+37.9% | $5,198-34.4% | $3,514-3.0% |
| Admin fee / account holder | $1,264 | $472+167.9% | $13,955-90.9% | $847+49.2% |