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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 | $59,488 | $85,169-30.2% | $172,755-65.6% | $72,983-18.5% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.4pp |
| Annual return | 20.60% | 27.32%-6.7pp | 802.94%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $2,004 | $3,324-39.7% | $5,144-61.0% | $2,440-17.9% |
| Participant deferral / active EE | $4,350 | $3,260+33.4% | $5,198-16.3% | $3,608+20.6% |
| Admin fee / account holder | $17,346 | $5,880+195.0% | $13,955+24.3% | $5,124+238.5% |