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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 | $42,445 | $123,859-65.7% | $69,632-39.0% | $145,897-70.9% |
| Participation rate | 45.8% | 69.2%-23.4pp | 66.4%-20.6pp | 80.3%-34.5pp |
| Annual return | 14.98% | 192.49%-177.5pp | 101.32%-86.3pp | 552.29%-537.3pp |
| Employer contribution / active EE | $970 | $2,673-63.7% | $1,708-43.2% | $4,663-79.2% |
| Participant deferral / active EE | $3,847 | $4,242-9.3% | $2,889+33.2% | $6,689-42.5% |
| Admin fee / account holder | $2,860 | $7,817-63.4% | $4,695-39.1% | $13,390-78.6% |