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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 | $41,279 | $93,345-55.8% | $119,126-65.3% | $87,485-52.8% |
| Participation rate | 64.9% | 68.7%-3.9pp | 75.8%-10.9pp | 68.9%-4.1pp |
| Annual return | 75.74% | 19.08%+56.7pp | 282.11%-206.4pp | 26.06%+49.7pp |
| Employer contribution / active EE | $3,019 | $3,172-4.8% | $4,034-25.1% | $2,596+16.3% |
| Participant deferral / active EE | $8,534 | $4,099+108.2% | $5,318+60.5% | $4,274+99.7% |
| Admin fee / account holder | $2,561 | $8,039-68.1% | $10,693-76.0% | $7,775-67.1% |