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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 | $41,557 | $85,169-51.2% | $172,755-75.9% | $72,983-43.1% |
| Participation rate | 47.1% | 70.1%-23.0pp | 82.6%-35.6pp | 69.5%-22.4pp |
| Annual return | 25.73% | 27.32%-1.6pp | 802.94%-777.2pp | 81.01%-55.3pp |
| Employer contribution / active EE | $6,697 | $3,324+101.5% | $5,144+30.2% | $2,440+174.5% |
| Participant deferral / active EE | $3,024 | $3,260-7.2% | $5,198-41.8% | $3,608-16.2% |
| Admin fee / account holder | $483 | $5,880-91.8% | $13,955-96.5% | $5,124-90.6% |