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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 | $33,436 | $93,345-64.2% | $119,126-71.9% | $87,485-61.8% |
| Participation rate | 67.6% | 68.7%-1.2pp | 75.8%-8.2pp | 68.9%-1.4pp |
| Annual return | 45.83% | 19.08%+26.8pp | 282.11%-236.3pp | 26.06%+19.8pp |
| Employer contribution / active EE | $2,377 | $3,172-25.1% | $4,034-41.1% | $2,596-8.5% |
| Participant deferral / active EE | $4,595 | $4,099+12.1% | $5,318-13.6% | $4,274+7.5% |
| Admin fee / account holder | $2,706 | $8,039-66.3% | $10,693-74.7% | $7,775-65.2% |