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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 | $56,431-14.4% | $130,788-63.1% | $87,485-44.8% |
| Participation rate | 63.9% | 58.9%+4.9pp | 70.1%-6.2pp | 68.9%-5.0pp |
| Annual return | 19.39% | 91.27%-71.9pp | 386.44%-367.1pp | 26.06%-6.7pp |
| Employer contribution / active EE | $3,137 | $1,549+102.5% | $3,558-11.8% | $2,596+20.8% |
| Participant deferral / active EE | $6,099 | $2,749+121.8% | $4,137+47.4% | $4,274+42.7% |
| Admin fee / account holder | $789 | $4,433-82.2% | $6,673-88.2% | $7,775-89.8% |