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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 | $32,012 | $70,684-54.7% | $169,390-81.1% | $75,173-57.4% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.2%-27.2pp | 67.2%-17.2pp |
| Annual return | 15.99% | 36.38%-20.4pp | 406.07%-390.1pp | 160.72%-144.7pp |
| Employer contribution / active EE | $2,384 | $2,211+7.8% | $4,013-40.6% | $2,671-10.7% |
| Participant deferral / active EE | $4,323 | $4,310+0.3% | $6,222-30.5% | $4,126+4.8% |
| Admin fee / account holder | $7,971 | $5,404+47.5% | $9,015-11.6% | $5,651+41.1% |