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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 | $91,593 | $83,337+9.9% | $67,834+35.0% | $273,972-66.6% |
| Participation rate | 28.6% | 76.4%-47.9pp | 68.8%-40.2pp | 83.0%-54.4pp |
| Annual return | 5.16% | 259.45%-254.3pp | 138.47%-133.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $779 | $3,287-76.3% | $2,403-67.6% | $4,869-84.0% |
| Participant deferral / active EE | $2,565 | $4,088-37.2% | $3,160-18.8% | $5,287-51.5% |
| Admin fee / account holder | $1,313 | $6,752-80.6% | $4,622-71.6% | $10,133-87.0% |