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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 | $42,245 | $90,614-53.4% | $76,089-44.5% | $145,877-71.0% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.1%-27.9pp | 80.3%-39.1pp |
| Annual return | 15.96% | 623.80%-607.8pp | 360.94%-345.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,658 | $3,324-20.0% | $2,690-1.2% | $4,663-43.0% |
| Participant deferral / active EE | $6,922 | $5,168+33.9% | $4,259+62.5% | $6,691+3.5% |
| Admin fee / account holder | $359 | $8,376-95.7% | $6,418-94.4% | $13,402-97.3% |