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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 | $76,263 | $99,875-23.6% | $146,866-48.1% | $86,983-12.3% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 41.21% | 28.10%+13.1pp | 102.85%-61.6pp | 25.83%+15.4pp |
| Employer contribution / active EE | $2,062 | $3,224-36.1% | $4,425-53.4% | $2,584-20.2% |
| Participant deferral / active EE | $5,306 | $6,322-16.1% | $7,759-31.6% | $4,194+26.5% |
| Admin fee / account holder | $1,106 | $7,838-85.9% | $13,620-91.9% | $7,856-85.9% |