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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 | $44,937 | $58,275-22.9% | $81,844-45.1% | $80,935-44.5% |
| Participation rate | 63.2% | 63.5%-0.3pp | 72.4%-9.2pp | 67.7%-4.5pp |
| Annual return | 37.50% | 41.82%-4.3pp | 778.87%-741.4pp | 35.66%+1.8pp |
| Employer contribution / active EE | $1,219 | $2,346-48.0% | $2,916-58.2% | $2,757-55.8% |
| Participant deferral / active EE | $2,510 | $3,285-23.6% | $4,323-41.9% | $4,299-41.6% |
| Admin fee / account holder | $3,890 | $4,749-18.1% | $7,355-47.1% | $6,924-43.8% |