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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 | $102,393-38.4% | $147,041-57.1% | $80,911-22.1% |
| Participation rate | 64.7% | 75.9%-11.1pp | 82.2%-17.5pp | 67.6%-2.9pp |
| Annual return | 12.81% | 134.95%-122.1pp | 419.21%-406.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $2,173 | $3,715-41.5% | $4,935-56.0% | $2,756-21.1% |
| Participant deferral / active EE | $7,153 | $6,647+7.6% | $8,071-11.4% | $4,297+66.5% |
| Admin fee / account holder | $5,164 | $7,943-35.0% | $13,006-60.3% | $6,935-25.5% |