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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 | $79,181-22.0% | $102,423-39.7% | $74,429-17.0% |
| Participation rate | 66.3% | 74.8%-8.4pp | 76.5%-10.2pp | 67.2%-0.9pp |
| Annual return | 13.53% | 54.97%-41.4pp | 29.42%-15.9pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $1,539 | $2,362-34.8% | $3,023-49.1% | $2,625-41.4% |
| Participant deferral / active EE | $3,242 | $4,416-26.6% | $5,054-35.9% | $4,348-25.4% |
| Admin fee / account holder | $5,862 | $2,002+192.9% | $9,455-38.0% | $1,944+201.5% |