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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 | $56,116-24.6% | $135,768-68.8% | $86,983-51.3% |
| Participation rate | 66.0% | 60.1%+5.9pp | 71.1%-5.0pp | 69.5%-3.5pp |
| Annual return | 33.90% | 125.33%-91.4pp | 526.10%-492.2pp | 25.83%+8.1pp |
| Employer contribution / active EE | $1,542 | $1,528+0.9% | $3,394-54.6% | $2,584-40.4% |
| Participant deferral / active EE | $5,091 | $2,690+89.3% | $3,977+28.0% | $4,194+21.4% |
| Admin fee / account holder | $6,612 | $4,314+53.3% | $7,048-6.2% | $7,856-15.8% |