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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 | $31,886 | $102,385-68.9% | $147,080-78.3% | $80,935-60.6% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 60.50% | 135.09%-74.6pp | 420.17%-359.7pp | 35.66%+24.8pp |
| Employer contribution / active EE | $2,015 | $3,717-45.8% | $4,933-59.2% | $2,757-26.9% |
| Participant deferral / active EE | $3,281 | $6,651-50.7% | $8,066-59.3% | $4,299-23.7% |
| Admin fee / account holder | $3,078 | $7,951-61.3% | $12,989-76.3% | $6,924-55.6% |