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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 | $66,567 | $156,616-57.5% | $133,346-50.1% | $198,609-66.5% |
| Participation rate | 37.5% | 77.7%-40.2pp | 72.8%-35.3pp | 82.4%-44.9pp |
| Annual return | 4.76% | 44.25%-39.5pp | 36.85%-32.1pp | 202.70%-197.9pp |
| Employer contribution / active EE | $2,235 | $3,368-33.7% | $2,853-21.7% | $5,055-55.8% |
| Participant deferral / active EE | $2,611 | $4,920-46.9% | $4,332-39.7% | $6,977-62.6% |
| Admin fee / account holder | $61,862 | $17,468+254.1% | $14,264+333.7% | $19,030+225.1% |