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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 | $40,450 | $100,139-59.6% | $85,187-52.5% | $145,884-72.3% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 13.16% | 84.15%-71.0pp | 66.67%-53.5pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,386 | $3,238-26.3% | $2,732-12.7% | $4,662-48.8% |
| Participant deferral / active EE | $4,294 | $5,296-18.9% | $4,525-5.1% | $6,690-35.8% |
| Admin fee / account holder | $385 | $7,262-94.7% | $6,162-93.8% | $13,392-97.1% |