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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 | $67,146 | $73,397-8.5% | $178,014-62.3% | $74,546-9.9% |
| Participation rate | 55.7% | 66.6%-10.9pp | 77.1%-21.4pp | 67.2%-11.6pp |
| Annual return | 15.08% | 17.49%-2.4pp | 294.80%-279.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $2,305 | $2,217+3.9% | $3,950-41.7% | $2,624-12.2% |
| Participant deferral / active EE | $4,537 | $4,512+0.5% | $6,276-27.7% | $4,347+4.3% |
| Admin fee / account holder | $3,336 | $1,809+84.4% | $10,362-67.8% | $1,944+71.6% |