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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 | $63,881 | $100,203-36.2% | $85,240-25.1% | $145,897-56.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 13.97% | 84.28%-70.3pp | 66.75%-52.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $784 | $3,242-75.8% | $2,735-71.3% | $4,663-83.2% |
| Participant deferral / active EE | $1,163 | $5,299-78.1% | $4,527-74.3% | $6,689-82.6% |
| Admin fee / account holder | $18,435 | $7,265+153.7% | $6,165+199.0% | $13,390+37.7% |