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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 | $40,823 | $63,346-35.6% | $92,240-55.7% | $70,126-41.8% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.7pp |
| Annual return | 15.78% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,592 | $2,471+4.9% | $3,680-29.5% | $2,343+10.7% |
| Participant deferral / active EE | $4,968 | $2,854+74.1% | $3,897+27.5% | $3,332+49.1% |
| Admin fee / account holder | $2,326 | $3,841-39.4% | $5,194-55.2% | $4,645-49.9% |