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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 | $29,655 | $152,612-80.6% | $125,192-76.3% | $152,897-80.6% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 114.98% | 54.85%+60.1pp | 43.79%+71.2pp | 345.43%-230.4pp |
| Employer contribution / active EE | $2,873 | $4,947-41.9% | $3,866-25.7% | $4,764-39.7% |
| Participant deferral / active EE | $4,987 | $5,868-15.0% | $4,937+1.0% | $5,851-14.8% |
| Admin fee / account holder | $804 | $13,437-94.0% | $9,704-91.7% | $11,599-93.1% |