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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 | $40,795 | $96,491-57.7% | $75,894-46.2% | $152,885-73.3% |
| Participation rate | 69.6% | 76.2%-6.6pp | 69.3%+0.3pp | 82.5%-12.9pp |
| Annual return | 50.59% | 33.98%+16.6pp | 30.76%+19.8pp | 345.39%-294.8pp |
| Employer contribution / active EE | $1,988 | $3,310-39.9% | $2,501-20.5% | $4,763-58.3% |
| Participant deferral / active EE | $4,362 | $4,553-4.2% | $3,603+21.1% | $5,851-25.4% |
| Admin fee / account holder | $701 | $8,079-91.3% | $5,420-87.1% | $11,598-94.0% |