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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 | $102,393-29.6% | $147,041-51.0% | $80,911-11.0% |
| Participation rate | 69.6% | 75.9%-6.3pp | 82.2%-12.6pp | 67.6%+1.9pp |
| Annual return | 16.46% | 134.95%-118.5pp | 419.21%-402.7pp | 35.63%-19.2pp |
| Employer contribution / active EE | $4,878 | $3,715+31.3% | $4,935-1.2% | $2,756+77.0% |
| Participant deferral / active EE | $7,023 | $6,647+5.7% | $8,071-13.0% | $4,297+63.4% |
| Admin fee / account holder | $1,572 | $7,943-80.2% | $13,006-87.9% | $6,935-77.3% |