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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 | $39,180 | $157,276-75.1% | $141,177-72.2% | $152,885-74.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 75.78% | 64.33%+11.4pp | 71.40%+4.4pp | 345.39%-269.6pp |
| Employer contribution / active EE | $1,327 | $5,262-74.8% | $4,736-72.0% | $4,763-72.1% |
| Participant deferral / active EE | $3,861 | $7,110-45.7% | $6,710-42.5% | $5,851-34.0% |
| Admin fee / account holder | $3,543 | $12,123-70.8% | $10,263-65.5% | $11,598-69.4% |