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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 | $37,049 | $49,199-24.7% | $121,210-69.4% | $75,177-50.7% |
| Participation rate | 48.6% | 55.4%-6.9pp | 69.5%-21.0pp | 67.2%-18.6pp |
| Annual return | 13.81% | 56.04%-42.2pp | 987.41%-973.6pp | 160.75%-146.9pp |
| Employer contribution / active EE | $987 | $1,547-36.2% | $4,171-76.3% | $2,671-63.0% |
| Participant deferral / active EE | $1,738 | $2,630-33.9% | $4,084-57.4% | $4,126-57.9% |
| Admin fee / account holder | $819 | $3,946-79.2% | $5,647-85.5% | $5,651-85.5% |