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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 | $44,300 | $58,275-24.0% | $81,844-45.9% | $80,935-45.3% |
| Participation rate | 64.5% | 63.5%+1.1pp | 72.4%-7.9pp | 67.7%-3.1pp |
| Annual return | 16.29% | 41.82%-25.5pp | 778.87%-762.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,438 | $2,346-38.7% | $2,916-50.7% | $2,757-47.8% |
| Participant deferral / active EE | $3,402 | $3,285+3.6% | $4,323-21.3% | $4,299-20.9% |
| Admin fee / account holder | $17,021 | $4,749+258.4% | $7,355+131.4% | $6,924+145.8% |