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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 | $37,924 | $111,830-66.1% | $93,696-59.5% | $145,884-74.0% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 12.55% | 204.08%-191.5pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $4,226 | $3,093+36.6% | $2,422+74.5% | $4,662-9.4% |
| Participant deferral / active EE | $1,811 | $4,920-63.2% | $4,417-59.0% | $6,690-72.9% |
| Admin fee / account holder | $1,693 | $10,249-83.5% | $8,287-79.6% | $13,392-87.4% |