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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 | $36,179 | $49,891-27.5% | $80,607-55.1% | $75,181-51.9% |
| Participation rate | 65.4% | 55.3%+10.1pp | 67.0%-1.6pp | 67.2%-1.8pp |
| Annual return | 26.44% | 34.67%-8.2pp | 936.11%-909.7pp | 160.69%-134.2pp |
| Employer contribution / active EE | $3,158 | $1,698+85.9% | $2,724+15.9% | $2,671+18.2% |
| Participant deferral / active EE | $7,788 | $2,991+160.4% | $4,448+75.1% | $4,126+88.8% |
| Admin fee / account holder | $7,721 | $3,578+115.8% | $5,379+43.5% | $5,650+36.7% |