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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 | $72,957 | $108,897-33.0% | $100,378-27.3% | $145,877-50.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 13.41% | 58.17%-44.8pp | 49.41%-36.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,480 | $4,420-66.5% | $3,942-62.4% | $4,663-68.3% |
| Participant deferral / active EE | $2,985 | $8,455-64.7% | $8,087-63.1% | $6,691-55.4% |
| Admin fee / account holder | $16,168 | $9,690+66.9% | $7,899+104.7% | $13,402+20.6% |