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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 | $72,133 | $152,542-52.7% | $117,498-38.6% | $134,509-46.4% |
| Participation rate | 69.2% | 77.1%-7.9pp | 70.6%-1.4pp | 81.2%-12.0pp |
| Annual return | 1.08% | 53.02%-51.9pp | 29.75%-28.7pp | 418.13%-417.1pp |
| Employer contribution / active EE | $2,018 | $5,574-63.8% | $4,178-51.7% | $4,741-57.4% |
| Participant deferral / active EE | $3,918 | $4,819-18.7% | $4,071-3.8% | $6,400-38.8% |
| Admin fee / account holder | $10,209 | $7,006+45.7% | $5,646+80.8% | $11,427-10.7% |