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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 | $42,305 | $56,431-25.0% | $130,788-67.7% | $87,485-51.6% |
| Participation rate | 57.6% | 58.9%-1.4pp | 70.1%-12.5pp | 68.9%-11.4pp |
| Annual return | 15.10% | 91.27%-76.2pp | 386.44%-371.3pp | 26.06%-11.0pp |
| Employer contribution / active EE | $566 | $1,549-63.5% | $3,558-84.1% | $2,596-78.2% |
| Participant deferral / active EE | $3,786 | $2,749+37.7% | $4,137-8.5% | $4,274-11.4% |
| Admin fee / account holder | $428 | $4,433-90.3% | $6,673-93.6% | $7,775-94.5% |