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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 | $65,092 | $183,539-64.5% | $155,556-58.2% | $145,897-55.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.04% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,392 | $5,315-55.0% | $4,675-48.8% | $4,663-48.7% |
| Participant deferral / active EE | $7,856 | $6,467+21.5% | $5,631+39.5% | $6,689+17.4% |
| Admin fee / account holder | $119,971 | $19,275+522.4% | $15,885+655.3% | $13,390+796.0% |