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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 | $34,521 | $60,139-42.6% | $90,461-61.8% | $79,856-56.8% |
| Participation rate | 65.5% | 65.0%+0.5pp | 72.7%-7.2pp | 69.6%-4.1pp |
| Annual return | 11.16% | 71.96%-60.8pp | 1294.76%-1283.6pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,090 | $2,069-47.3% | $3,264-66.6% | $2,471-55.9% |
| Participant deferral / active EE | $1,234 | $2,939-58.0% | $3,964-68.9% | $3,741-67.0% |
| Admin fee / account holder | $4,481 | $3,978+12.6% | $5,617-20.2% | $5,306-15.6% |