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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 | $61,785 | $79,223-22.0% | $102,460-39.7% | $74,478-17.0% |
| Participation rate | 66.3% | 74.8%-8.4pp | 76.5%-10.2pp | 67.2%-0.9pp |
| Annual return | 13.53% | 54.98%-41.4pp | 29.47%-15.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,539 | $2,363-34.9% | $3,025-49.1% | $2,626-41.4% |
| Participant deferral / active EE | $3,242 | $4,417-26.6% | $5,056-35.9% | $4,350-25.5% |
| Admin fee / account holder | $5,862 | $2,003+192.7% | $9,460-38.0% | $1,946+201.3% |