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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 | $38,964 | $58,275-33.1% | $81,844-52.4% | $80,935-51.9% |
| Participation rate | 64.3% | 63.5%+0.8pp | 72.4%-8.1pp | 67.7%-3.4pp |
| Annual return | 13.19% | 41.82%-28.6pp | 778.87%-765.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,415 | $2,346-39.7% | $2,916-51.5% | $2,757-48.7% |
| Participant deferral / active EE | $1,012 | $3,285-69.2% | $4,323-76.6% | $4,299-76.5% |
| Admin fee / account holder | $25,917 | $4,749+445.8% | $7,355+252.3% | $6,924+274.3% |