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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 | $183,516-60.5% | $155,534-53.4% | $145,884-50.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.49% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,276 | $5,315-57.2% | $4,675-51.3% | $4,662-51.2% |
| Participant deferral / active EE | $13,662 | $6,467+111.3% | $5,630+142.7% | $6,690+104.2% |
| Admin fee / account holder | $201,168 | $19,293+942.7% | $15,900+1165.2% | $13,392+1402.2% |