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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 | $66,387 | $48,570+36.7% | $130,660-49.2% | $72,975-9.0% |
| Participation rate | 69.0% | 58.6%+10.4pp | 71.7%-2.7pp | 69.5%-0.5pp |
| Annual return | 18.70% | 38.63%-19.9pp | 1709.29%-1690.6pp | 81.01%-62.3pp |
| Employer contribution / active EE | $714 | $1,334-46.5% | $4,092-82.5% | $2,440-70.7% |
| Participant deferral / active EE | $1,672 | $2,384-29.8% | $3,603-53.6% | $3,608-53.6% |
| Admin fee / account holder | $13,459 | $3,549+279.2% | $5,463+146.4% | $5,124+162.7% |