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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 | $26,324 | $53,837-51.1% | $75,714-65.2% | $85,847-69.3% |
| Participation rate | 60.6% | 69.1%-8.5pp | 74.8%-14.3pp | 69.3%-8.8pp |
| Annual return | 75.08% | 24.54%+50.5pp | 104.62%-29.5pp | 318.61%-243.5pp |
| Employer contribution / active EE | $2,131 | $2,017+5.6% | $2,744-22.3% | $2,565-16.9% |
| Participant deferral / active EE | $3,351 | $2,895+15.7% | $3,820-12.3% | $3,952-15.2% |
| Admin fee / account holder | $1,471 | $3,339-55.9% | $3,619-59.3% | $6,261-76.5% |