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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 | $44,130 | $96,643-54.3% | $86,617-49.1% | $139,456-68.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 10.89% | 106.57%-95.7pp | 591.91%-581.0pp | 373.45%-362.6pp |
| Employer contribution / active EE | $1,483 | $3,264-54.6% | $3,023-51.0% | $4,753-68.8% |
| Participant deferral / active EE | $2,074 | $4,835-57.1% | $4,437-53.3% | $6,711-69.1% |
| Admin fee / account holder | $634 | $6,406-90.1% | $5,613-88.7% | $11,407-94.4% |