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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 | $45,570 | $58,241-21.8% | $81,780-44.3% | $80,911-43.7% |
| Participation rate | 21.6% | 63.4%-41.9pp | 72.4%-50.8pp | 67.6%-46.1pp |
| Annual return | 11.39% | 41.73%-30.3pp | 776.27%-764.9pp | 35.63%-24.2pp |
| Employer contribution / active EE | $950 | $2,343-59.5% | $2,914-67.4% | $2,756-65.5% |
| Participant deferral / active EE | $1,187 | $3,283-63.8% | $4,321-72.5% | $4,297-72.4% |
| Admin fee / account holder | $4,707 | $4,973-5.3% | $7,384-36.3% | $6,935-32.1% |