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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 | $25,740 | $54,355-52.6% | $82,744-68.9% | $68,486-62.4% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | 194.13% | -13.67%+207.8pp | 702.22%-508.1pp | -7.85%+202.0pp |
| Employer contribution / active EE | $2,362 | $2,219+6.5% | $3,008-21.5% | $2,597-9.0% |
| Participant deferral / active EE | $1,279 | $3,246-60.6% | $4,395-70.9% | $4,028-68.3% |
| Admin fee / account holder | $5,232 | $4,397+19.0% | $5,325-1.7% | $5,404-3.2% |