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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 | $39,041 | $90,530-56.9% | $76,030-48.7% | $145,897-73.2% |
| Participation rate | 63.6% | 74.4%-10.8pp | 69.1%-5.4pp | 80.3%-16.7pp |
| Annual return | 12.74% | 625.08%-612.3pp | 361.54%-348.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,487 | $3,319-55.2% | $2,688-44.7% | $4,663-68.1% |
| Participant deferral / active EE | $3,991 | $5,164-22.7% | $4,257-6.2% | $6,689-40.3% |
| Admin fee / account holder | $13,680 | $8,383+63.2% | $6,421+113.1% | $13,390+2.2% |