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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 | $42,180 | $85,171-50.5% | $172,753-75.6% | $72,976-42.2% |
| Participation rate | 60.4% | 70.1%-9.6pp | 82.6%-22.2pp | 69.5%-9.1pp |
| Annual return | 23.15% | 27.32%-4.2pp | 803.00%-779.8pp | 81.02%-57.9pp |
| Employer contribution / active EE | $1,712 | $3,324-48.5% | $5,144-66.7% | $2,440-29.9% |
| Participant deferral / active EE | $3,085 | $3,260-5.4% | $5,198-40.6% | $3,608-14.5% |
| Admin fee / account holder | $1,901 | $5,880-67.7% | $13,956-86.4% | $5,124-62.9% |