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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 | $71,941 | $77,164-6.8% | $178,014-59.6% | $80,874-11.0% |
| Participation rate | 62.9% | 65.7%-2.9pp | 77.1%-14.2pp | 67.6%-4.8pp |
| Annual return | 17.85% | 18.09%-0.2pp | 294.80%-277.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $5,550 | $2,288+142.6% | $3,950+40.5% | $2,756+101.4% |
| Participant deferral / active EE | $4,030 | $4,408-8.6% | $6,276-35.8% | $4,297-6.2% |
| Admin fee / account holder | $4,034 | $7,164-43.7% | $10,362-61.1% | $6,935-41.8% |