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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 | $41,751 | $48,337-13.6% | $67,560-38.2% | $80,959-48.4% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.7%-6.1pp |
| Annual return | 47.36% | 18.26%+29.1pp | 3533.50%-3486.1pp | 35.67%+11.7pp |
| Employer contribution / active EE | $2,296 | $2,023+13.5% | $2,737-16.1% | $2,757-16.7% |
| Participant deferral / active EE | $3,738 | $2,928+27.7% | $4,004-6.6% | $4,300-13.1% |
| Admin fee / account holder | $443 | $3,695-88.0% | $3,994-88.9% | $6,925-93.6% |