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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 | $59,532 | $88,203-32.5% | $165,100-63.9% | $74,478-20.1% |
| Participation rate | 67.7% | 73.1%-5.4pp | 78.6%-10.9pp | 67.2%+0.5pp |
| Annual return | 14.93% | 17.13%-2.2pp | 70.21%-55.3pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $2,074 | $2,601-20.3% | $4,348-52.3% | $2,626-21.0% |
| Participant deferral / active EE | $3,126 | $4,505-30.6% | $6,035-48.2% | $4,350-28.1% |
| Admin fee / account holder | $3,187 | $2,235+42.6% | $12,696-74.9% | $1,946+63.8% |