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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 | $49,896-27.5% | $80,627-55.1% | $75,173-51.9% |
| Participation rate | 65.4% | 55.3%+10.1pp | 67.0%-1.6pp | 67.2%-1.8pp |
| Annual return | 26.44% | 34.67%-8.2pp | 936.76%-910.3pp | 160.72%-134.3pp |
| Employer contribution / active EE | $3,158 | $1,699+85.9% | $2,723+16.0% | $2,671+18.2% |
| Participant deferral / active EE | $7,788 | $2,992+160.3% | $4,443+75.3% | $4,126+88.7% |
| Admin fee / account holder | $7,721 | $3,578+115.8% | $5,381+43.5% | $5,651+36.6% |