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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 | $32,262 | $57,305-43.7% | $86,640-62.8% | $75,173-57.1% |
| Participation rate | 64.9% | 63.2%+1.7pp | 71.7%-6.8pp | 67.2%-2.3pp |
| Annual return | 22.98% | 2674.24%-2651.3pp | 592.52%-569.5pp | 160.72%-137.7pp |
| Employer contribution / active EE | $2,100 | $2,316-9.3% | $3,024-30.6% | $2,671-21.4% |
| Participant deferral / active EE | $2,492 | $3,320-24.9% | $4,438-43.8% | $4,126-39.6% |
| Admin fee / account holder | $9,440 | $4,116+129.3% | $5,616+68.1% | $5,651+67.1% |