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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 | $38,222 | $197,819-80.7% | $155,789-75.5% | $125,389-69.5% |
| Participation rate | 64.7% | 82.1%-17.4pp | 76.1%-11.4pp | 83.2%-18.5pp |
| Annual return | 87.65% | 86.73%+0.9pp | 71.54%+16.1pp | 282.24%-194.6pp |
| Employer contribution / active EE | $1,593 | $4,850-67.2% | $3,839-58.5% | $4,866-67.3% |
| Participant deferral / active EE | $7,493 | $5,631+33.1% | $4,798+56.2% | $5,352+40.0% |
| Admin fee / account holder | $14,211 | $9,544+48.9% | $7,477+90.1% | $9,541+48.9% |