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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 | $64,054 | $81,208-21.1% | $98,916-35.2% | $79,858-19.8% |
| Participation rate | 57.1% | 72.5%-15.4pp | 76.0%-18.9pp | 69.6%-12.5pp |
| Annual return | 11.42% | 60.99%-49.6pp | 196.45%-185.0pp | 31.72%-20.3pp |
| Employer contribution / active EE | $919 | $1,960-53.1% | $2,689-65.8% | $2,471-62.8% |
| Participant deferral / active EE | $1,619 | $3,265-50.4% | $4,245-61.8% | $3,740-56.7% |
| Admin fee / account holder | $14,166 | $6,013+135.6% | $6,642+113.3% | $5,306+167.0% |