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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 | $45,142 | $72,071-37.4% | $68,368-34.0% | $137,256-67.1% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 14.18% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,798 | $2,788-35.5% | $2,649-32.1% | $4,156-56.7% |
| Participant deferral / active EE | $3,582 | $4,410-18.8% | $4,123-13.1% | $6,407-44.1% |
| Admin fee / account holder | $13,582 | $5,336+154.5% | $5,150+163.7% | $12,270+10.7% |