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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 | $44,469 | $102,638-56.7% | $81,991-45.8% | $158,966-72.0% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | 16.05% | 61.05%-45.0pp | 41.31%-25.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,948 | $3,241-39.9% | $2,498-22.0% | $4,762-59.1% |
| Participant deferral / active EE | $4,023 | $4,649-13.5% | $3,722+8.1% | $5,983-32.8% |
| Admin fee / account holder | $384 | $8,237-95.3% | $5,665-93.2% | $11,250-96.6% |