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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 | $72,176 | $78,562-8.1% | $105,608-31.7% | $74,429-3.0% |
| Participation rate | 56.5% | 72.8%-16.3pp | 75.3%-18.8pp | 67.2%-10.7pp |
| Annual return | 13.42% | 15.94%-2.5pp | 116.50%-103.1pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,556 | $2,521-38.3% | $3,167-50.9% | $2,625-40.7% |
| Participant deferral / active EE | $3,099 | $4,321-28.3% | $5,010-38.1% | $4,348-28.7% |
| Admin fee / account holder | $4,014 | $2,217+81.1% | $11,028-63.6% | $1,944+106.5% |