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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 | $47,073 | $49,199-4.3% | $121,210-61.2% | $75,177-37.4% |
| Participation rate | 58.3% | 55.4%+2.9pp | 69.5%-11.2pp | 67.2%-8.9pp |
| Annual return | 15.19% | 56.04%-40.9pp | 987.41%-972.2pp | 160.75%-145.6pp |
| Employer contribution / active EE | $1,393 | $1,547-9.9% | $4,171-66.6% | $2,671-47.8% |
| Participant deferral / active EE | $3,020 | $2,630+14.8% | $4,084-26.0% | $4,126-26.8% |
| Admin fee / account holder | $2,004 | $3,946-49.2% | $5,647-64.5% | $5,651-64.5% |