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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 | $90,104 | $99,652-9.6% | $78,778+14.4% | $147,586-38.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 17.94% | 47.28%-29.3pp | 35.62%-17.7pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,048 | $2,796-62.5% | $1,986-47.2% | $4,876-78.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $501 | $7,155-93.0% | $5,134-90.2% | $10,886-95.4% |