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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 | $39,752 | $61,605-35.5% | $112,273-64.6% | $75,173-47.1% |
| Participation rate | 62.9% | 61.7%+1.2pp | 72.4%-9.6pp | 67.2%-4.3pp |
| Annual return | 252.52% | 28.47%+224.1pp | 30.23%+222.3pp | 160.72%+91.8pp |
| Employer contribution / active EE | $2,001 | $2,015-0.7% | $3,431-41.7% | $2,671-25.1% |
| Participant deferral / active EE | $4,107 | $3,108+32.1% | $4,800-14.4% | $4,126-0.5% |
| Admin fee / account holder | $26,737 | $4,862+449.9% | $7,752+244.9% | $5,651+373.2% |