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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 | $43,830 | $100,203-56.3% | $85,240-48.6% | $145,897-70.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 20.36% | 84.28%-63.9pp | 66.75%-46.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $6,874 | $3,242+112.0% | $2,735+151.3% | $4,663+47.4% |
| Participant deferral / active EE | $19,627 | $5,299+270.4% | $4,527+333.5% | $6,689+193.4% |
| Admin fee / account holder | $42,793 | $7,265+489.0% | $6,165+594.1% | $13,390+219.6% |