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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 | $47,236 | $93,598-49.5% | $135,974-65.3% | $75,173-37.2% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | 91.24% | 30.89%+60.4pp | 68.30%+22.9pp | 160.72%-69.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,782 | $6,405+37.1% | $7,760+13.2% | $4,126+112.8% |
| Admin fee / account holder | $1,842 | $6,978-73.6% | $10,767-82.9% | $5,651-67.4% |