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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 | $47,535 | $87,834-45.9% | $133,975-64.5% | $62,881-24.4% |
| Participation rate | 63.6% | 83.4%-19.7pp | 87.1%-23.4pp | 69.3%-5.7pp |
| Annual return | 46.72% | 12.05%+34.7pp | 29.29%+17.4pp | 20.14%+26.6pp |
| Employer contribution / active EE | $2,022 | $3,482-41.9% | $5,211-61.2% | $2,281-11.3% |
| Participant deferral / active EE | $3,757 | $4,812-21.9% | $6,282-40.2% | $3,203+17.3% |
| Admin fee / account holder | $2,148 | $5,372-60.0% | $9,324-77.0% | $4,296-50.0% |