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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 | $183,627-60.6% | $155,602-53.5% | $145,978-50.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.49% | 61.32%-51.8pp | 64.81%-55.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,276 | $5,316-57.2% | $4,675-51.3% | $4,662-51.2% |
| Participant deferral / active EE | $13,662 | $6,466+111.3% | $5,629+142.7% | $6,690+104.2% |
| Admin fee / account holder | $201,168 | $19,327+940.8% | $15,923+1163.4% | $13,400+1401.2% |