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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 | $72,920 | $79,181-7.9% | $102,423-28.8% | $74,429-2.0% |
| Participation rate | 47.2% | 74.8%-27.6pp | 76.5%-29.3pp | 67.2%-20.0pp |
| Annual return | 24.20% | 54.97%-30.8pp | 29.42%-5.2pp | 1368.38%-1344.2pp |
| Employer contribution / active EE | $1,711 | $2,362-27.5% | $3,023-43.4% | $2,625-34.8% |
| Participant deferral / active EE | $2,918 | $4,416-33.9% | $5,054-42.3% | $4,348-32.9% |
| Admin fee / account holder | $4,471 | $2,002+123.3% | $9,455-52.7% | $1,944+129.9% |