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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 | $69,355 | $102,429-32.3% | $147,096-52.9% | $80,925-14.3% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 34.59% | 135.02%-100.4pp | 419.75%-385.2pp | 35.65%-1.1pp |
| Employer contribution / active EE | $1,137 | $3,716-69.4% | $4,936-77.0% | $2,756-58.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,137 | $7,957-85.7% | $13,005-91.3% | $6,940-83.6% |