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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 | $42,517 | $107,363-60.4% | $92,909-54.2% | $152,897-72.2% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 31.34% | 145.63%-114.3pp | 109.44%-78.1pp | 345.43%-314.1pp |
| Employer contribution / active EE | $4,974 | $4,222+17.8% | $3,653+36.2% | $4,764+4.4% |
| Participant deferral / active EE | $3,693 | $4,848-23.8% | $4,238-12.9% | $5,851-36.9% |
| Admin fee / account holder | $2,483 | $7,082-64.9% | $5,795-57.2% | $11,599-78.6% |