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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 | $61,372 | $167,522-63.4% | $151,639-59.5% | $134,532-54.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 84.15% | 7.81%+76.3pp | 3.34%+80.8pp | 418.27%-334.1pp |
| Employer contribution / active EE | $3,935 | $6,828-42.4% | $6,165-36.2% | $4,741-17.0% |
| Participant deferral / active EE | $5,233 | $8,986-41.8% | $8,363-37.4% | $6,401-18.2% |
| Admin fee / account holder | $3,228 | $13,780-76.6% | $11,613-72.2% | $11,429-71.8% |