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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 | $34,834 | $79,961-56.4% | $98,462-64.6% | $75,177-53.7% |
| Participation rate | 61.9% | 70.4%-8.5pp | 75.2%-13.3pp | 67.2%-5.3pp |
| Annual return | 98.97% | 19.75%+79.2pp | 21.17%+77.8pp | 160.75%-61.8pp |
| Employer contribution / active EE | $2,876 | $2,264+27.0% | $3,049-5.7% | $2,671+7.7% |
| Participant deferral / active EE | $7,516 | $3,753+100.3% | $4,738+58.6% | $4,126+82.1% |
| Admin fee / account holder | $1,923 | $6,842-71.9% | $8,875-78.3% | $5,651-66.0% |