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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 | $76,150 | $79,209-3.9% | $102,434-25.7% | $74,459+2.3% |
| Participation rate | 68.4% | 74.8%-6.4pp | 76.5%-8.1pp | 67.2%+1.2pp |
| Annual return | 13.08% | 54.98%-41.9pp | 29.46%-16.4pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,423 | $2,362-39.7% | $3,023-52.9% | $2,626-45.8% |
| Participant deferral / active EE | $2,524 | $4,417-42.9% | $5,055-50.1% | $4,350-42.0% |
| Admin fee / account holder | $3,325 | $2,002+66.1% | $9,462-64.9% | $1,945+71.0% |