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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 | $39,931 | $55,446-28.0% | $155,574-74.3% | $74,429-46.4% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 14.83% | 269.20%-254.4pp | 64.87%-50.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,043 | $2,266-9.9% | $4,676-56.3% | $2,625-22.2% |
| Participant deferral / active EE | $3,487 | $2,836+23.0% | $5,629-38.0% | $4,348-19.8% |
| Admin fee / account holder | $1,122 | $1,743-35.6% | $15,914-92.9% | $1,944-42.3% |