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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 | $67,770 | $99,652-32.0% | $78,778-14.0% | $147,585-54.1% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 13.53% | 47.28%-33.8pp | 35.62%-22.1pp | 578.58%-565.1pp |
| Employer contribution / active EE | $669 | $2,796-76.1% | $1,986-66.3% | $4,876-86.3% |
| Participant deferral / active EE | $1,647 | $3,664-55.1% | $2,958-44.3% | $5,439-69.7% |
| Admin fee / account holder | $17,347 | $7,155+142.4% | $5,134+237.9% | $10,886+59.4% |