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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 | $68,017 | $91,537-25.7% | $130,045-47.7% | $75,173-9.5% |
| Participation rate | 69.2% | 71.5%-2.2pp | 78.5%-9.3pp | 67.2%+2.0pp |
| Annual return | 14.63% | -631.55%+646.2pp | -137.30%+151.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,256 | $2,845-55.8% | $4,321-70.9% | $2,671-53.0% |
| Participant deferral / active EE | $2,683 | $4,343-38.2% | $5,820-53.9% | $4,126-35.0% |
| Admin fee / account holder | $2,465 | $6,780-63.6% | $10,600-76.7% | $5,651-56.4% |