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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 | $29,230 | $102,385-71.5% | $147,080-80.1% | $80,935-63.9% |
| Participation rate | 48.3% | 75.9%-27.6pp | 82.2%-33.9pp | 67.7%-19.4pp |
| Annual return | 95.51% | 135.09%-39.6pp | 420.17%-324.7pp | 35.66%+59.8pp |
| Employer contribution / active EE | $3,006 | $3,717-19.1% | $4,933-39.1% | $2,757+9.0% |
| Participant deferral / active EE | $7,085 | $6,651+6.5% | $8,066-12.2% | $4,299+64.8% |
| Admin fee / account holder | $1,961 | $7,951-75.3% | $12,989-84.9% | $6,924-71.7% |