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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 | $96,678-54.4% | $86,640-49.1% | $139,466-68.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 10.89% | 106.69%-95.8pp | 592.52%-581.6pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,483 | $3,265-54.6% | $3,024-51.0% | $4,754-68.8% |
| Participant deferral / active EE | $2,074 | $4,837-57.1% | $4,438-53.3% | $6,712-69.1% |
| Admin fee / account holder | $634 | $6,410-90.1% | $5,616-88.7% | $11,409-94.4% |