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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 | $72,405 | $183,592-60.6% | $155,567-53.5% | $145,959-50.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.49% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,276 | $5,315-57.2% | $4,674-51.3% | $4,661-51.2% |
| Participant deferral / active EE | $13,662 | $6,464+111.3% | $5,628+142.8% | $6,689+104.3% |
| Admin fee / account holder | $201,168 | $19,318+941.3% | $15,916+1163.9% | $13,398+1401.5% |