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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 | $71,546 | $70,366+1.7% | $66,674+7.3% | $138,895-48.5% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.7%-44.3pp | 79.9%-50.5pp |
| Annual return | 20.65% | 386.41%-365.8pp | 321.24%-300.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,434 | $2,765-48.1% | $2,620-45.3% | $4,194-65.8% |
| Participant deferral / active EE | $2,938 | $4,374-32.8% | $4,084-28.1% | $6,396-54.1% |
| Admin fee / account holder | $1,109 | $5,262-78.9% | $5,098-78.2% | $12,562-91.2% |