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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 | $71,564 | $102,393-30.1% | $147,041-51.3% | $80,911-11.6% |
| Participation rate | 37.2% | 75.9%-38.6pp | 82.2%-45.0pp | 67.6%-30.4pp |
| Annual return | 13.25% | 134.95%-121.7pp | 419.21%-406.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $2,708 | $3,715-27.1% | $4,935-45.1% | $2,756-1.7% |
| Participant deferral / active EE | $7,058 | $6,647+6.2% | $8,071-12.6% | $4,297+64.2% |
| Admin fee / account holder | $1,393 | $7,943-82.5% | $13,006-89.3% | $6,935-79.9% |