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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 | $49,729 | $49,199+1.1% | $121,210-59.0% | $75,177-33.9% |
| Participation rate | 37.5% | 55.4%-17.9pp | 69.5%-32.0pp | 67.2%-29.7pp |
| Annual return | 16.72% | 56.04%-39.3pp | 987.41%-970.7pp | 160.75%-144.0pp |
| Employer contribution / active EE | $551 | $1,547-64.4% | $4,171-86.8% | $2,671-79.4% |
| Participant deferral / active EE | $1,626 | $2,630-38.2% | $4,084-60.2% | $4,126-60.6% |
| Admin fee / account holder | $1,162 | $3,946-70.5% | $5,647-79.4% | $5,651-79.4% |