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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 | $31,486 | $49,897-36.9% | $80,648-61.0% | $75,177-58.1% |
| Participation rate | 66.7% | 55.3%+11.3pp | 67.0%-0.3pp | 67.2%-0.5pp |
| Annual return | 23.73% | 34.68%-10.9pp | 937.21%-913.5pp | 160.75%-137.0pp |
| Employer contribution / active EE | $1,766 | $1,699+3.9% | $2,724-35.2% | $2,671-33.9% |
| Participant deferral / active EE | $2,551 | $2,992-14.7% | $4,443-42.6% | $4,126-38.2% |
| Admin fee / account holder | $10,440 | $3,579+191.7% | $5,382+94.0% | $5,651+84.7% |