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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 | $34,543 | $65,555-47.3% | $86,216-59.9% | $75,173-54.0% |
| Participation rate | 62.5% | 60.5%+2.0pp | 69.0%-6.5pp | 67.2%-4.7pp |
| Annual return | 24.95% | 46.07%-21.1pp | 1169.42%-1144.5pp | 160.72%-135.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,495 | $3,023-17.5% | $3,986-37.4% | $4,126-39.5% |
| Admin fee / account holder | $65,568 | $5,469+1098.9% | $6,853+856.7% | $5,651+1060.4% |