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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 | $38,492 | $90,614-57.5% | $76,089-49.4% | $145,877-73.6% |
| Participation rate | 52.9% | 74.5%-21.6pp | 69.1%-16.1pp | 80.3%-27.4pp |
| Annual return | 16.85% | 623.80%-606.9pp | 360.94%-344.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,333 | $3,324-59.9% | $2,690-50.5% | $4,663-71.4% |
| Participant deferral / active EE | $4,235 | $5,168-18.1% | $4,259-0.6% | $6,691-36.7% |
| Admin fee / account holder | $321 | $8,376-96.2% | $6,418-95.0% | $13,402-97.6% |