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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 | $33,437 | $58,234-42.6% | $81,783-59.1% | $80,874-58.7% |
| Participation rate | 57.9% | 63.4%-5.5pp | 72.4%-14.5pp | 67.6%-9.8pp |
| Annual return | 23.50% | 41.70%-18.2pp | 775.05%-751.6pp | 35.62%-12.1pp |
| Employer contribution / active EE | $3,657 | $2,341+56.2% | $2,913+25.6% | $2,756+32.7% |
| Participant deferral / active EE | $4,891 | $3,283+49.0% | $4,320+13.2% | $4,297+13.8% |
| Admin fee / account holder | $6,395 | $4,982+28.4% | $7,380-13.4% | $6,935-7.8% |