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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 | $35,028 | $124,330-71.8% | $109,173-67.9% | $167,536-79.1% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 276.16% | 26.04%+250.1pp | 25.75%+250.4pp | 478.82%-202.7pp |
| Employer contribution / active EE | $2,238 | $4,209-46.8% | $3,723-39.9% | $4,839-53.8% |
| Participant deferral / active EE | $4,556 | $5,256-13.3% | $4,654-2.1% | $6,342-28.2% |
| Admin fee / account holder | $3,546 | $7,974-55.5% | $6,755-47.5% | $12,315-71.2% |