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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 | $42,021 | $96,643-56.5% | $86,617-51.5% | $139,456-69.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 25.99% | 106.57%-80.6pp | 591.91%-565.9pp | 373.45%-347.5pp |
| Employer contribution / active EE | $2,956 | $3,264-9.4% | $3,023-2.2% | $4,753-37.8% |
| Participant deferral / active EE | $6,551 | $4,835+35.5% | $4,437+47.6% | $6,711-2.4% |
| Admin fee / account holder | $501 | $6,406-92.2% | $5,613-91.1% | $11,407-95.6% |