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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 | $52,353-19.2% | $120,225-64.8% | $82,448-48.7% |
| Participation rate | 57.6% | 58.3%-0.7pp | 69.6%-12.0pp | 68.1%-10.5pp |
| Annual return | 15.10% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $566 | $1,510-62.5% | $3,475-83.7% | $2,551-77.8% |
| Participant deferral / active EE | $3,786 | $2,627+44.1% | $3,999-5.3% | $4,139-8.5% |
| Admin fee / account holder | $428 | $4,363-90.2% | $5,696-92.5% | $7,234-94.1% |