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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 | $74,927 | $125,797-40.4% | $170,043-55.9% | $75,173-0.3% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.0%-17.8pp | 67.2%+2.0pp |
| Annual return | 166.12% | 27.20%+138.9pp | 53.40%+112.7pp | 160.72%+5.4pp |
| Employer contribution / active EE | $2,062 | $4,616-55.3% | $6,790-69.6% | $2,671-22.8% |
| Participant deferral / active EE | $4,950 | $6,838-27.6% | $10,410-52.4% | $4,126+20.0% |
| Admin fee / account holder | $2,459 | $8,177-69.9% | $12,824-80.8% | $5,651-56.5% |