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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 | $33,964 | $70,666-51.9% | $169,385-79.9% | $75,181-54.8% |
| Participation rate | 65.5% | 64.8%+0.7pp | 77.2%-11.6pp | 67.2%-1.7pp |
| Annual return | 20.64% | 36.37%-15.7pp | 405.82%-385.2pp | 160.69%-140.0pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,788 | $4,308+34.3% | $6,221-7.0% | $4,126+40.3% |
| Admin fee / account holder | $2,943 | $5,402-45.5% | $9,011-67.3% | $5,650-47.9% |