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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 | $32,486 | $87,166-62.7% | $76,735-57.7% | $137,256-76.3% |
| Participation rate | 36.8% | 74.4%-37.5pp | 69.5%-32.7pp | 80.0%-43.1pp |
| Annual return | 99.63% | 26.50%+73.1pp | 29.77%+69.9pp | 220.34%-120.7pp |
| Employer contribution / active EE | $2,552 | $2,904-12.1% | $2,454+4.0% | $4,156-38.6% |
| Participant deferral / active EE | $3,744 | $4,726-20.8% | $4,088-8.4% | $6,407-41.6% |
| Admin fee / account holder | $943 | $8,403-88.8% | $7,189-86.9% | $12,270-92.3% |