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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 | $68,190 | $52,353+30.2% | $120,225-43.3% | $82,448-17.3% |
| Participation rate | 50.0% | 58.3%-8.3pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 16.86% | 61.85%-45.0pp | 439.23%-422.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,568 | $1,510+3.8% | $3,475-54.9% | $2,551-38.5% |
| Participant deferral / active EE | $3,629 | $2,627+38.2% | $3,999-9.2% | $4,139-12.3% |
| Admin fee / account holder | $1,626 | $4,363-62.7% | $5,696-71.5% | $7,234-77.5% |