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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 | $45,279 | $99,652-54.6% | $78,778-42.5% | $147,586-69.3% |
| Participation rate | 45.8% | 76.2%-30.4pp | 69.2%-23.4pp | 82.8%-37.0pp |
| Annual return | 13.29% | 47.28%-34.0pp | 35.62%-22.3pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,977 | $2,796+6.5% | $1,986+49.9% | $4,876-39.0% |
| Participant deferral / active EE | $4,108 | $3,664+12.1% | $2,958+38.8% | $5,439-24.5% |
| Admin fee / account holder | $12,644 | $7,155+76.7% | $5,134+146.3% | $10,886+16.1% |