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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 | $42,797 | $90,614-52.8% | $76,089-43.8% | $145,877-70.7% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.1%-15.8pp | 80.3%-27.0pp |
| Annual return | 14.37% | 623.80%-609.4pp | 360.94%-346.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,605 | $3,324-51.7% | $2,690-40.3% | $4,663-65.6% |
| Participant deferral / active EE | $4,130 | $5,168-20.1% | $4,259-3.0% | $6,691-38.3% |
| Admin fee / account holder | $2,107 | $8,376-74.8% | $6,418-67.2% | $13,402-84.3% |