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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 | $38,535 | $27,936+37.9% | $58,561-34.2% | $75,173-48.7% |
| Participation rate | 69.0% | 38.8%+30.2pp | 50.9%+18.2pp | 67.2%+1.8pp |
| Annual return | 17.47% | 44.21%-26.7pp | 4251.33%-4233.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $978 | $670+46.0% | $1,053-7.2% | $2,671-63.4% |
| Participant deferral / active EE | $1,340 | $1,202+11.5% | $1,923-30.3% | $4,126-67.5% |
| Admin fee / account holder | $3,028 | $1,727+75.4% | $2,520+20.1% | $5,651-46.4% |