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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 | $45,938 | $49,164-6.6% | $121,169-62.1% | $75,181-38.9% |
| Participation rate | 57.7% | 55.4%+2.3pp | 69.5%-11.8pp | 67.2%-9.5pp |
| Annual return | 18.05% | 56.03%-38.0pp | 986.71%-968.7pp | 160.69%-142.6pp |
| Employer contribution / active EE | $1,896 | $1,546+22.6% | $4,168-54.5% | $2,671-29.0% |
| Participant deferral / active EE | $4,815 | $2,628+83.2% | $4,083+17.9% | $4,126+16.7% |
| Admin fee / account holder | $9,997 | $3,942+153.6% | $5,645+77.1% | $5,650+76.9% |