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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 | $32,332 | $56,134-42.4% | $96,192-66.4% | $85,851-62.3% |
| Participation rate | 63.4% | 56.7%+6.7pp | 68.4%-5.0pp | 69.3%-5.9pp |
| Annual return | 15.95% | 42.30%-26.4pp | 192.09%-176.1pp | 318.63%-302.7pp |
| Employer contribution / active EE | $2,020 | $1,620+24.7% | $2,799-27.8% | $2,565-21.3% |
| Participant deferral / active EE | $2,804 | $2,858-1.9% | $4,351-35.6% | $3,952-29.1% |
| Admin fee / account holder | $2,023 | $3,769-46.3% | $5,539-63.5% | $6,261-67.7% |