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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 | $71,622 | $181,062-60.4% | $158,223-54.7% | $155,188-53.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 9.95% | 57.39%-47.4pp | 52.09%-42.1pp | 148.84%-138.9pp |
| Employer contribution / active EE | $1,448 | $4,565-68.3% | $4,109-64.8% | $4,248-65.9% |
| Participant deferral / active EE | $3,522 | $6,134-42.6% | $5,467-35.6% | $6,531-46.1% |
| Admin fee / account holder | $144,290 | $18,825+666.5% | $16,047+799.2% | $14,480+896.5% |