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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 | $75,545 | $85,206-11.3% | $172,745-56.3% | $72,986+3.5% |
| Participation rate | 63.8% | 70.1%-6.3pp | 82.6%-18.9pp | 69.5%-5.7pp |
| Annual return | 23.33% | 27.32%-4.0pp | 802.90%-779.6pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,591 | $3,325-52.2% | $5,144-69.1% | $2,440-34.8% |
| Participant deferral / active EE | $1,846 | $3,260-43.4% | $5,197-64.5% | $3,607-48.8% |
| Admin fee / account holder | $9,568 | $5,883+62.6% | $13,954-31.4% | $5,124+86.7% |