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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 | $47,961 | $39,028+22.9% | $80,741-40.6% | $85,847-44.1% |
| Participation rate | 39.3% | 41.6%-2.3pp | 54.2%-14.9pp | 69.3%-30.0pp |
| Annual return | 26.23% | 26.31%-0.1pp | 87.30%-61.1pp | 318.61%-292.4pp |
| Employer contribution / active EE | $637 | $722-11.9% | $1,160-45.1% | $2,565-75.2% |
| Participant deferral / active EE | $1,637 | $1,326+23.5% | $2,145-23.7% | $3,952-58.6% |
| Admin fee / account holder | $1,335 | $2,429-45.0% | $3,380-60.5% | $6,261-78.7% |