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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 | $61,332 | $162,136-62.2% | $152,301-59.7% | $154,746-60.4% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 14.31% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,333 | $4,890-31.8% | $4,624-27.9% | $4,379-23.9% |
| Participant deferral / active EE | $3,333 | $8,341-60.0% | $8,004-58.4% | $6,730-50.5% |
| Admin fee / account holder | $202,502 | $15,759+1185.0% | $14,398+1306.5% | $14,365+1309.7% |