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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 | $56,615 | $102,429-44.7% | $147,096-61.5% | $80,925-30.0% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 19.24% | 135.02%-115.8pp | 419.75%-400.5pp | 35.65%-16.4pp |
| Employer contribution / active EE | $2,557 | $3,716-31.2% | $4,936-48.2% | $2,756-7.2% |
| Participant deferral / active EE | $4,082 | $6,649-38.6% | $8,071-49.4% | $4,299-5.0% |
| Admin fee / account holder | $2,361 | $7,957-70.3% | $13,005-81.8% | $6,940-66.0% |