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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 | $38,465 | $49,199-21.8% | $121,204-68.3% | $75,173-48.8% |
| Participation rate | 38.8% | 55.4%-16.6pp | 69.5%-30.7pp | 67.2%-28.4pp |
| Annual return | 15.16% | 56.04%-40.9pp | 987.18%-972.0pp | 160.72%-145.6pp |
| Employer contribution / active EE | $821 | $1,547-46.9% | $4,170-80.3% | $2,671-69.3% |
| Participant deferral / active EE | $2,317 | $2,630-11.9% | $4,083-43.3% | $4,126-43.8% |
| Admin fee / account holder | $2,188 | $3,946-44.6% | $5,651-61.3% | $5,651-61.3% |