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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 | $51,649-13.6% | $124,206-64.1% | $64,097-30.4% |
| Participation rate | 44.3% | 45.2%-0.9pp | 69.6%-25.3pp | 55.2%-10.9pp |
| Annual return | 19.57% | 19.98%-0.4pp | 515.27%-495.7pp | 34.64%-15.1pp |
| Employer contribution / active EE | $1,646 | $1,057+55.7% | $3,540-53.5% | $1,891-13.0% |
| Participant deferral / active EE | $3,681 | $2,165+70.0% | $3,968-7.2% | $3,080+19.5% |
| Admin fee / account holder | $6,713 | $4,237+58.4% | $5,929+13.2% | $3,454+94.3% |