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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 | $32,651 | $141,004-76.8% | $112,273-70.9% | $139,456-76.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 245.76% | 32.75%+213.0pp | 30.23%+215.5pp | 373.45%-127.7pp |
| Employer contribution / active EE | $5,758 | $4,285+34.4% | $3,431+67.8% | $4,753+21.1% |
| Participant deferral / active EE | $6,271 | $5,878+6.7% | $4,800+30.6% | $6,711-6.6% |
| Admin fee / account holder | $1,552 | $9,959-84.4% | $7,752-80.0% | $11,407-86.4% |