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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 | $76,665 | $48,570+57.8% | $130,660-41.3% | $72,975+5.1% |
| Participation rate | 46.8% | 58.6%-11.8pp | 71.7%-24.9pp | 69.5%-22.7pp |
| Annual return | 18.85% | 38.63%-19.8pp | 1709.29%-1690.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $834 | $1,334-37.5% | $4,092-79.6% | $2,440-65.8% |
| Participant deferral / active EE | $1,006 | $2,384-57.8% | $3,603-72.1% | $3,608-72.1% |
| Admin fee / account holder | $7,987 | $3,549+125.0% | $5,463+46.2% | $5,124+55.9% |