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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 | $44,420 | $64,705-31.4% | $62,929-29.4% | $67,986-34.7% |
| Participation rate | 69.7% | 65.6%+4.2pp | 73.1%-3.4pp | 57.2%+12.5pp |
| Annual return | 20.15% | 20.31%-0.2pp | 1063.93%-1043.8pp | 31.67%-11.5pp |
| Employer contribution / active EE | $833 | $2,376-65.0% | $2,505-66.8% | $2,019-58.8% |
| Participant deferral / active EE | $1,076 | $3,198-66.3% | $3,888-72.3% | $3,358-67.9% |
| Admin fee / account holder | $3,041 | $1,428+112.9% | $5,065-40.0% | $3,203-5.1% |