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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 | $34,137 | $60,139-43.2% | $90,461-62.3% | $79,856-57.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 13.56% | 71.96%-58.4pp | 1294.76%-1281.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,162 | $2,069-43.8% | $3,264-64.4% | $2,471-53.0% |
| Participant deferral / active EE | $1,990 | $2,939-32.3% | $3,964-49.8% | $3,741-46.8% |
| Admin fee / account holder | $2,712 | $3,978-31.8% | $5,617-51.7% | $5,306-48.9% |