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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 | $33,334 | $49,976-33.3% | $66,674-50.0% | $82,637-59.7% |
| Participation rate | 63.6% | 63.1%+0.5pp | 73.7%-10.0pp | 68.1%-4.4pp |
| Annual return | 42.58% | 39.09%+3.5pp | 321.24%-278.7pp | 53.51%-10.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,581 | $2,847+25.8% | $4,084-12.3% | $4,126-13.2% |
| Admin fee / account holder | $11,550 | $4,594+151.4% | $5,098+126.6% | $7,339+57.4% |