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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 | $35,498 | $102,385-65.3% | $147,080-75.9% | $80,935-56.1% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 15.30% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $2,749 | $3,717-26.0% | $4,933-44.3% | $2,757-0.3% |
| Participant deferral / active EE | $6,584 | $6,651-1.0% | $8,066-18.4% | $4,299+53.1% |
| Admin fee / account holder | $1,951 | $7,951-75.5% | $12,989-85.0% | $6,924-71.8% |