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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 | $40,906 | $111,878-63.4% | $93,727-56.4% | $145,897-72.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.71% | 204.28%-189.6pp | 133.83%-119.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,820 | $3,092-41.2% | $2,421-24.8% | $4,663-61.0% |
| Participant deferral / active EE | $4,457 | $4,920-9.4% | $4,417+0.9% | $6,689-33.4% |
| Admin fee / account holder | $418 | $10,256-95.9% | $8,292-95.0% | $13,390-96.9% |