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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 | $44,644 | $54,117-17.5% | $135,768-67.1% | $65,306-31.6% |
| Participation rate | 44.3% | 48.7%-4.4pp | 71.1%-26.8pp | 57.7%-13.4pp |
| Annual return | 19.57% | 21.76%-2.2pp | 526.10%-506.5pp | 21.94%-2.4pp |
| Employer contribution / active EE | $1,646 | $1,029+59.8% | $3,394-51.5% | $1,967-16.4% |
| Participant deferral / active EE | $3,681 | $2,395+53.7% | $3,977-7.5% | $2,959+24.4% |
| Admin fee / account holder | $6,713 | $4,541+47.8% | $7,048-4.8% | $3,480+92.9% |