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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 | $26,168 | $85,171-69.3% | $172,752-84.9% | $72,975-64.1% |
| Participation rate | 44.4% | 70.1%-25.6pp | 82.6%-38.2pp | 69.5%-25.0pp |
| Annual return | 22.40% | 27.32%-4.9pp | 802.97%-780.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,529 | $3,324-54.0% | $5,144-70.3% | $2,440-37.3% |
| Participant deferral / active EE | $3,361 | $3,260+3.1% | $5,198-35.3% | $3,608-6.8% |
| Admin fee / account holder | $2,649 | $5,880-55.0% | $13,955-81.0% | $5,124-48.3% |