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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 | $123,750-65.7% | $69,611-39.0% | $145,877-70.9% |
| Participation rate | 45.8% | 69.2%-23.4pp | 66.4%-20.6pp | 80.3%-34.5pp |
| Annual return | 14.98% | 192.03%-177.1pp | 101.14%-86.2pp | 551.28%-536.3pp |
| Employer contribution / active EE | $970 | $2,672-63.7% | $1,709-43.2% | $4,663-79.2% |
| Participant deferral / active EE | $3,847 | $4,243-9.3% | $2,891+33.1% | $6,691-42.5% |
| Admin fee / account holder | $2,860 | $7,817-63.4% | $4,696-39.1% | $13,402-78.7% |