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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 | $63,046 | $102,385-38.4% | $147,080-57.1% | $80,935-22.1% |
| Participation rate | 64.7% | 75.9%-11.2pp | 82.2%-17.5pp | 67.7%-3.0pp |
| Annual return | 12.81% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,173 | $3,717-41.5% | $4,933-55.9% | $2,757-21.2% |
| Participant deferral / active EE | $7,153 | $6,651+7.6% | $8,066-11.3% | $4,299+66.4% |
| Admin fee / account holder | $5,164 | $7,951-35.1% | $12,989-60.2% | $6,924-25.4% |