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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 | $85,706 | $125,797-31.9% | $170,043-49.6% | $75,173+14.0% |
| Participation rate | 63.6% | 83.6%-20.0pp | 87.0%-23.4pp | 67.2%-3.6pp |
| Annual return | 16.66% | 27.20%-10.5pp | 53.40%-36.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,350 | $4,616-49.1% | $6,790-65.4% | $2,671-12.0% |
| Participant deferral / active EE | $4,039 | $6,838-40.9% | $10,410-61.2% | $4,126-2.1% |
| Admin fee / account holder | $14,178 | $8,177+73.4% | $12,824+10.6% | $5,651+150.9% |