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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 | $45,454 | $49,164-7.5% | $121,169-62.5% | $75,181-39.5% |
| Participation rate | 35.9% | 55.4%-19.5pp | 69.5%-33.6pp | 67.2%-31.3pp |
| Annual return | 14.45% | 56.03%-41.6pp | 986.71%-972.3pp | 160.69%-146.2pp |
| Employer contribution / active EE | $742 | $1,546-52.0% | $4,168-82.2% | $2,671-72.2% |
| Participant deferral / active EE | $3,150 | $2,628+19.9% | $4,083-22.8% | $4,126-23.6% |
| Admin fee / account holder | $1,326 | $3,942-66.4% | $5,645-76.5% | $5,650-76.5% |