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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 | $41,638 | $91,525-54.5% | $130,026-68.0% | $75,181-44.6% |
| Participation rate | 68.0% | 71.4%-3.4pp | 78.5%-10.5pp | 67.2%+0.8pp |
| Annual return | 22.73% | -631.40%+654.1pp | -137.26%+160.0pp | 160.69%-138.0pp |
| Employer contribution / active EE | $4,519 | $2,844+58.9% | $4,321+4.6% | $2,671+69.2% |
| Participant deferral / active EE | $9,692 | $4,342+123.2% | $5,821+66.5% | $4,126+134.9% |
| Admin fee / account holder | $4,219 | $6,778-37.8% | $10,608-60.2% | $5,650-25.3% |