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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 | $62,072 | $165,399-62.5% | $149,745-58.5% | $158,982-61.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 13.55% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,328 | $5,105-74.0% | $4,646-71.4% | $4,763-72.1% |
| Participant deferral / active EE | $2,655 | $7,183-63.0% | $6,843-61.2% | $5,983-55.6% |
| Admin fee / account holder | $17,851 | $10,811+65.1% | $9,312+91.7% | $11,252+58.7% |