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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 | $48,316 | $52,353-7.7% | $120,225-59.8% | $82,448-41.4% |
| Participation rate | 63.9% | 58.3%+5.6pp | 69.6%-5.7pp | 68.1%-4.2pp |
| Annual return | 19.39% | 61.85%-42.5pp | 439.23%-419.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,137 | $1,510+107.7% | $3,475-9.7% | $2,551+23.0% |
| Participant deferral / active EE | $6,099 | $2,627+132.2% | $3,999+52.5% | $4,139+47.3% |
| Admin fee / account holder | $789 | $4,363-81.9% | $5,696-86.1% | $7,234-89.1% |