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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 | $157,296-75.1% | $141,191-72.3% | $152,897-74.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 75.78% | 64.34%+11.4pp | 71.41%+4.4pp | 345.43%-269.6pp |
| Employer contribution / active EE | $1,327 | $5,262-74.8% | $4,736-72.0% | $4,764-72.1% |
| Participant deferral / active EE | $3,861 | $7,111-45.7% | $6,710-42.5% | $5,851-34.0% |
| Admin fee / account holder | $3,543 | $12,125-70.8% | $10,264-65.5% | $11,599-69.5% |