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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 | $38,169 | $60,119-36.5% | $90,430-57.8% | $79,858-52.2% |
| Participation rate | 67.4% | 65.0%+2.5pp | 72.7%-5.2pp | 69.6%-2.2pp |
| Annual return | 15.65% | 71.94%-56.3pp | 1293.73%-1278.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,941 | $2,068-6.1% | $3,262-40.5% | $2,471-21.4% |
| Participant deferral / active EE | $5,544 | $2,938+88.7% | $3,963+39.9% | $3,740+48.2% |
| Admin fee / account holder | $1,475 | $3,976-62.9% | $5,613-73.7% | $5,306-72.2% |