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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 | $53,063-20.2% | $124,206-65.9% | $82,637-48.8% |
| Participation rate | 66.0% | 58.4%+7.6pp | 69.6%-3.5pp | 68.1%-2.0pp |
| Annual return | 33.90% | 68.87%-35.0pp | 515.27%-481.4pp | 53.51%-19.6pp |
| Employer contribution / active EE | $1,542 | $1,530+0.7% | $3,540-56.5% | $2,552-39.6% |
| Participant deferral / active EE | $5,091 | $2,644+92.5% | $3,968+28.3% | $4,126+23.4% |
| Admin fee / account holder | $6,612 | $4,281+54.4% | $5,929+11.5% | $7,339-9.9% |