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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 | $63,713 | $75,832-16.0% | $147,617-56.8% | $59,633+6.8% |
| Participation rate | 65.0% | 71.6%-6.6pp | 84.6%-19.6pp | 68.7%-3.7pp |
| Annual return | 0.78% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,605 | $3,485-53.9% | $5,564-71.2% | $2,203-27.1% |
| Participant deferral / active EE | $1,728 | $3,131-44.8% | $4,895-64.7% | $3,192-45.9% |
| Admin fee / account holder | $1,236 | $5,986-79.3% | $11,612-89.4% | $4,297-71.2% |