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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 | $123,982-65.8% | $69,701-39.1% | $145,959-70.9% |
| Participation rate | 45.8% | 69.2%-23.4pp | 66.4%-20.6pp | 80.3%-34.5pp |
| Annual return | 14.98% | 191.01%-176.0pp | 100.32%-85.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $970 | $2,681-63.8% | $1,713-43.4% | $4,661-79.2% |
| Participant deferral / active EE | $3,847 | $4,236-9.2% | $2,887+33.3% | $6,689-42.5% |
| Admin fee / account holder | $2,860 | $7,867-63.6% | $4,717-39.4% | $13,398-78.7% |