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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 | $72,039 | $102,422-29.7% | $147,117-51.0% | $80,959-11.0% |
| Participation rate | 69.6% | 75.9%-6.3pp | 82.2%-12.6pp | 67.7%+1.9pp |
| Annual return | 16.46% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $4,878 | $3,717+31.2% | $4,932-1.1% | $2,757+76.9% |
| Participant deferral / active EE | $7,023 | $6,652+5.6% | $8,065-12.9% | $4,300+63.3% |
| Admin fee / account holder | $1,572 | $7,953-80.2% | $12,993-87.9% | $6,925-77.3% |