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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 | $53,239 | $91,167-41.6% | $178,498-70.2% | $79,858-33.3% |
| Participation rate | 26.3% | 69.2%-42.9pp | 81.9%-55.6pp | 69.6%-43.3pp |
| Annual return | 187.14% | 24.19%+162.9pp | 151.09%+36.0pp | 31.72%+155.4pp |
| Employer contribution / active EE | $1,608 | $3,255-50.6% | $5,011-67.9% | $2,471-34.9% |
| Participant deferral / active EE | $4,359 | $3,236+34.7% | $5,202-16.2% | $3,740+16.6% |
| Admin fee / account holder | $499 | $6,747-92.6% | $13,985-96.4% | $5,306-90.6% |