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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 | $44,290 | $49,199-10.0% | $121,210-63.5% | $75,177-41.1% |
| Participation rate | 68.5% | 55.4%+13.1pp | 69.5%-1.0pp | 67.2%+1.3pp |
| Annual return | 20.05% | 56.04%-36.0pp | 987.41%-967.4pp | 160.75%-140.7pp |
| Employer contribution / active EE | $1,751 | $1,547+13.2% | $4,171-58.0% | $2,671-34.4% |
| Participant deferral / active EE | $2,501 | $2,630-4.9% | $4,084-38.7% | $4,126-39.4% |
| Admin fee / account holder | $880 | $3,946-77.7% | $5,647-84.4% | $5,651-84.4% |