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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 | $86,261 | $103,038-16.3% | $90,324-4.5% | $152,909-43.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 16.74% | 95.25%-78.5pp | 78.15%-61.4pp | 345.46%-328.7pp |
| Employer contribution / active EE | $2,019 | $3,141-35.7% | $2,856-29.3% | $4,764-57.6% |
| Participant deferral / active EE | $7,925 | $4,282+85.1% | $3,885+104.0% | $5,851+35.4% |
| Admin fee / account holder | $2,807 | $6,177-54.6% | $5,356-47.6% | $11,601-75.8% |