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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 | $47,732 | $103,000-53.7% | $90,300-47.1% | $152,885-68.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 20.10% | 95.19%-75.1pp | 78.11%-58.0pp | 345.39%-325.3pp |
| Employer contribution / active EE | $1,795 | $3,138-42.8% | $2,854-37.1% | $4,763-62.3% |
| Participant deferral / active EE | $5,471 | $4,281+27.8% | $3,884+40.8% | $5,851-6.5% |
| Admin fee / account holder | $9,408 | $6,173+52.4% | $5,353+75.8% | $11,598-18.9% |