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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 | $67,758 | $102,385-33.8% | $147,080-53.9% | $80,935-16.3% |
| Participation rate | 57.6% | 75.9%-18.3pp | 82.2%-24.6pp | 67.7%-10.1pp |
| Annual return | 15.02% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,473 | $3,717+20.3% | $4,933-9.3% | $2,757+62.3% |
| Participant deferral / active EE | $8,049 | $6,651+21.0% | $8,066-0.2% | $4,299+87.2% |
| Admin fee / account holder | $6,429 | $7,951-19.1% | $12,989-50.5% | $6,924-7.2% |