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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 | $38,615 | $72,071-46.4% | $68,368-43.5% | $137,256-71.9% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 14.79% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,307 | $2,788-53.1% | $2,649-50.6% | $4,156-68.5% |
| Participant deferral / active EE | $4,048 | $4,410-8.2% | $4,123-1.8% | $6,407-36.8% |
| Admin fee / account holder | $7,200 | $5,336+34.9% | $5,150+39.8% | $12,270-41.3% |