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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 | $32,869 | $211,288-84.4% | $178,540-81.6% | $145,884-77.5% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 16.36% | 30.27%-13.9pp | 27.15%-10.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,358 | $4,574-48.4% | $3,953-40.3% | $4,662-49.4% |
| Participant deferral / active EE | $3,253 | $6,967-53.3% | $6,281-48.2% | $6,690-51.4% |
| Admin fee / account holder | $23,655 | $12,105+95.4% | $10,424+126.9% | $13,392+76.6% |