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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 | $41,584 | $52,353-20.6% | $120,225-65.4% | $82,448-49.6% |
| Participation rate | 44.4% | 58.3%-13.9pp | 69.6%-25.1pp | 68.1%-23.6pp |
| Annual return | 15.68% | 61.85%-46.2pp | 439.23%-423.5pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,212 | $1,510-19.7% | $3,475-65.1% | $2,551-52.5% |
| Participant deferral / active EE | $2,183 | $2,627-16.9% | $3,999-45.4% | $4,139-47.3% |
| Admin fee / account holder | $1,036 | $4,363-76.2% | $5,696-81.8% | $7,234-85.7% |