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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 | $53,759 | $152,460-64.7% | $118,746-54.7% | $147,586-63.6% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 21.49% | 17.41%+4.1pp | 24.54%-3.0pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,856 | $5,046-63.2% | $4,193-55.7% | $4,876-61.9% |
| Participant deferral / active EE | $3,728 | $6,212-40.0% | $5,332-30.1% | $5,439-31.5% |
| Admin fee / account holder | $451 | $16,953-97.3% | $10,720-95.8% | $10,886-95.9% |