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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 | $58,135 | $79,209-26.6% | $102,434-43.2% | $74,459-21.9% |
| Participation rate | 65.7% | 74.8%-9.0pp | 76.5%-10.8pp | 67.2%-1.5pp |
| Annual return | 15.62% | 54.98%-39.4pp | 29.46%-13.8pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $3,035 | $2,362+28.5% | $3,023+0.4% | $2,626+15.6% |
| Participant deferral / active EE | $6,694 | $4,417+51.5% | $5,055+32.4% | $4,350+53.9% |
| Admin fee / account holder | $6,454 | $2,002+222.4% | $9,462-31.8% | $1,945+231.9% |