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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 | $90,614-56.9% | $76,089-48.7% | $145,877-73.2% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.1%-5.5pp | 80.3%-16.7pp |
| Annual return | 12.74% | 623.80%-611.1pp | 360.94%-348.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,487 | $3,324-55.3% | $2,690-44.7% | $4,663-68.1% |
| Participant deferral / active EE | $3,991 | $5,168-22.8% | $4,259-6.3% | $6,691-40.3% |
| Admin fee / account holder | $13,680 | $8,376+63.3% | $6,418+113.2% | $13,402+2.1% |