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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 | $42,170 | $63,346-33.4% | $92,240-54.3% | $70,126-39.9% |
| Participation rate | 52.6% | 68.7%-16.0pp | 76.5%-23.9pp | 69.5%-16.9pp |
| Annual return | 20.40% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $4,090 | $2,471+65.5% | $3,680+11.2% | $2,343+74.6% |
| Participant deferral / active EE | $5,992 | $2,854+110.0% | $3,897+53.8% | $3,332+79.9% |
| Admin fee / account holder | $10,328 | $3,841+168.9% | $5,194+98.8% | $4,645+122.3% |