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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 | $43,766 | $115,796-62.2% | $101,264-56.8% | $158,950-72.5% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 13.91% | 56.15%-42.2pp | 46.48%-32.6pp | 302.91%-289.0pp |
| Employer contribution / active EE | $2,191 | $4,175-47.5% | $3,660-40.1% | $4,762-54.0% |
| Participant deferral / active EE | $4,078 | $4,958-17.7% | $4,370-6.7% | $5,983-31.8% |
| Admin fee / account holder | $612 | $7,247-91.6% | $5,947-89.7% | $11,248-94.6% |