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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 | $33,462 | $75,832-55.9% | $147,617-77.3% | $59,633-43.9% |
| Participation rate | 65.6% | 71.6%-6.0pp | 84.6%-19.0pp | 68.7%-3.1pp |
| Annual return | 21.50% | 0.37%+21.1pp | 61.98%-40.5pp | 2041.45%-2020.0pp |
| Employer contribution / active EE | $2,869 | $3,485-17.7% | $5,564-48.4% | $2,203+30.2% |
| Participant deferral / active EE | $6,675 | $3,131+113.2% | $4,895+36.4% | $3,192+109.1% |
| Admin fee / account holder | $1,431 | $5,986-76.1% | $11,612-87.7% | $4,297-66.7% |