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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 | $68,645 | $85,766-20.0% | $136,298-49.6% | $70,126-2.1% |
| Participation rate | 59.6% | 74.2%-14.6pp | 81.9%-22.3pp | 69.5%-10.0pp |
| Annual return | 19.20% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,833 | $2,966-38.2% | $4,696-61.0% | $2,343-21.7% |
| Participant deferral / active EE | $3,570 | $5,051-29.3% | $6,247-42.9% | $3,332+7.2% |
| Admin fee / account holder | $3,995 | $5,421-26.3% | $9,244-56.8% | $4,645-14.0% |