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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 | $80,880 | $91,559-11.7% | $133,971-39.6% | $79,852+1.3% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.6%-17.0pp |
| Annual return | 10.57% | 61.85%-51.3pp | 45.09%-34.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $927 | $2,384-61.1% | $3,919-76.3% | $2,471-62.5% |
| Participant deferral / active EE | $2,199 | $3,734-41.1% | $5,047-56.4% | $3,740-41.2% |
| Admin fee / account holder | $13,495 | $6,321+113.5% | $8,929+51.1% | $5,306+154.3% |