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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 | $51,736-13.7% | $120,225-62.9% | $67,986-34.3% |
| Participation rate | 44.3% | 46.1%-1.8pp | 69.6%-25.3pp | 57.2%-12.9pp |
| Annual return | 19.57% | 31.98%-12.4pp | 439.23%-419.7pp | 31.67%-12.1pp |
| Employer contribution / active EE | $1,646 | $1,071+53.6% | $3,475-52.7% | $2,019-18.5% |
| Participant deferral / active EE | $3,681 | $2,206+66.9% | $3,999-8.0% | $3,358+9.6% |
| Admin fee / account holder | $6,713 | $4,159+61.4% | $5,696+17.9% | $3,203+109.6% |