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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 | $47,141 | $117,895-60.0% | $102,460-54.0% | $145,897-67.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 148.31% | 31.92%+116.4pp | 29.47%+118.8pp | 552.29%-404.0pp |
| Employer contribution / active EE | $1,681 | $3,619-53.6% | $3,025-44.4% | $4,663-64.0% |
| Participant deferral / active EE | $4,610 | $5,736-19.6% | $5,056-8.8% | $6,689-31.1% |
| Admin fee / account holder | $12,344 | $13,353-7.6% | $9,460+30.5% | $13,390-7.8% |