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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 | $42,320 | $52,353-19.2% | $120,225-64.8% | $82,448-48.7% |
| Participation rate | 66.0% | 58.3%+7.7pp | 69.6%-3.5pp | 68.1%-2.0pp |
| Annual return | 33.90% | 61.85%-28.0pp | 439.23%-405.3pp | 41.64%-7.7pp |
| Employer contribution / active EE | $1,542 | $1,510+2.1% | $3,475-55.6% | $2,551-39.6% |
| Participant deferral / active EE | $5,091 | $2,627+93.8% | $3,999+27.3% | $4,139+23.0% |
| Admin fee / account holder | $6,612 | $4,363+51.6% | $5,696+16.1% | $7,234-8.6% |