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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 | $31,211 | $96,678-67.7% | $86,640-64.0% | $139,466-77.6% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 26.48% | 106.69%-80.2pp | 592.52%-566.0pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,944 | $3,265-40.5% | $3,024-35.7% | $4,754-59.1% |
| Participant deferral / active EE | $5,346 | $4,837+10.5% | $4,438+20.5% | $6,712-20.3% |
| Admin fee / account holder | $1,492 | $6,410-76.7% | $5,616-73.4% | $11,409-86.9% |