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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 | $25,276 | $46,534-45.7% | $64,097-60.6% | $75,177-66.4% |
| Participation rate | 66.7% | 65.9%+0.7pp | 72.3%-5.7pp | 67.2%-0.5pp |
| Annual return | 65.35% | 26.07%+39.3pp | 33.75%+31.6pp | 160.75%-95.4pp |
| Employer contribution / active EE | $4,664 | $1,976+136.1% | $2,750+69.6% | $2,671+74.6% |
| Participant deferral / active EE | $4,966 | $2,835+75.2% | $3,881+27.9% | $4,126+20.4% |
| Admin fee / account holder | $553 | $2,957-81.3% | $3,070-82.0% | $5,651-90.2% |