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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 | $43,520 | $111,878-61.1% | $93,727-53.6% | $145,897-70.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 12.17% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,392 | $3,092-55.0% | $2,421-42.5% | $4,663-70.1% |
| Participant deferral / active EE | $6,392 | $4,920+29.9% | $4,417+44.7% | $6,689-4.5% |
| Admin fee / account holder | $3,795 | $10,256-63.0% | $8,292-54.2% | $13,390-71.7% |