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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 | $26,783 | $45,152-40.7% | $73,836-63.7% | $59,633-55.1% |
| Participation rate | 44.4% | 64.0%-19.6pp | 73.4%-29.0pp | 68.7%-24.2pp |
| Annual return | 383.79% | 27.40%+356.4pp | 2268.06%-1884.3pp | 2041.45%-1657.7pp |
| Employer contribution / active EE | $1,528 | $1,901-19.7% | $2,787-45.2% | $2,203-30.6% |
| Participant deferral / active EE | $1,914 | $2,573-25.6% | $3,583-46.6% | $3,192-40.0% |
| Admin fee / account holder | $2,975 | $3,515-15.3% | $4,882-39.1% | $4,297-30.8% |